Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Volk is a financial advisor with over 19 years of experience in the industry. Andrew is registered with CWM, LLC and has been with the firm since January 2024. Andrew is currently licensed in North Dakota and has passed the Series 7TO, SIE, and Series 66 exams. He is also a licensed Investment Advisor Representative. Andrew specializes in providing financial planning and investment advice to high-net-worth individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
ND
01/08/2024 - Present
CWM, LLC (Cando ND)
BOTH
Issued 12/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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