Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Anthony Marchionni is a financial advisor at Fidelity Personal and Workplace Advisors. Andrew has over 6 years of experience in the financial services industry. Andrew is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Prior to joining Fidelity, Andrew was a financial advisor at Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and AXA Advisors, LLC. Andrew helps individuals and families with financial planning, portfolio management, and investment advisory services.
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
CT
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWICH CT)
NY
01/18/2022 - 07/15/2022
OPPENHEIMER & CO. INC. (JERICHO NY)
NY
09/26/2018 - 01/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
10/23/2017 - 09/11/2018
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 02/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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