Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Chavez is a financial advisor with Fidelity Personal and Workplace Advisors. Andres has been in the industry for over ten years, and has experience with various firms including J.P. Morgan Securities LLC, E*TRADE Securities LLC, and Morgan Stanley. Andres holds the Series 6, 7, 63, 66 and SIE licenses. Andres is registered in Illinois, Texas and several other states. Andres specializes in providing financial planning and investment management services to individuals, businesses, and retirement 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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
11/24/2023 - Present
Fidelity Personal AND Workplace Advisors (NAPERVILLE IL)
IL
01/13/2023 - 10/26/2023
MORGAN STANLEY (Chicago IL)
IL
10/30/2019 - 09/05/2023
E*TRADE SECURITIES LLC (Chicago IL)
IL
03/25/2013 - 11/01/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 09/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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