Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre J Leveille is a financial advisor with UBS Financial Services Inc. located in Weehawken, New Jersey. Andre is a registered representative with Series 7 and Series 63 licenses, along with SIE and Series 99TO. Andre has been in the financial industry since 2016 and has previous experience with Morgan Stanley and Goldman Sachs & Co. LLC. Prior to joining UBS Financial Services Inc., Andre was a financial advisor with Fidelity Brokerage Services LLC in Salt Lake City, Utah. Andre has experience working with individuals, businesses, and institutions. Andre specializes in financial planning, portfolio management, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
NJ
03/16/2023 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
UT
06/25/2021 - 03/24/2023
MORGAN STANLEY (SOUTH JORDAN UT)
UT
12/01/2016 - 05/21/2020
GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)
UT
04/11/2015 - 09/07/2016
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 04/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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