Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cuffaro is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 10 years of experience in the industry. Andrew has a wide range of experience in the financial services industry, with a focus on providing investment advice and financial planning services to a diverse clientele. Andrew has obtained a Series 7, Series 9, Series 10, and Series 66 license, as well as several state licenses. He is committed to providing clients with personalized, comprehensive financial advice that meets their specific 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
09/05/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREAT NECK NY)
BOTH
Issued 08/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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