Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Wayne Bopra is a financial advisor with LPL Financial LLC, based in Kentwood, Michigan. Andrew holds a Series 66, Series 7 and SIE license and is a Certified Financial Planner. Andrew has been working in the financial industry since August 12, 2009 and was previously registered with Waddell & Reed. Andrew has a broad range of experience with both individuals and businesses, including portfolio management, financial planning and pension consulting. Andrew is committed to providing his clients with personalized financial guidance and services that meet their individual needs.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
05/10/2023 - Present
LPL Financial LLC (KENTWOOD MI)
MI
08/12/2009 - 07/21/2021
WADDELL & REED (KENTWOOD MI)
BOTH
Issued 08/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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