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 Uccelli is a financial advisor with over 27 years of experience in the financial services industry. Andrew is currently registered with Emerson Equity LLC, a firm with over 100 employees. Andrew's experience includes roles with Western International Securities, Inc., First Allied Securities, Inc., Round Hill Securities, Inc., and NYLIFE Securities Inc. Andrew has a broad range of experience, having served clients of all types, including high-net-worth individuals and families. Andrew offers a variety of advisory services, including financial planning, investment management, and portfolio management for individuals. Andrew is dedicated to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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.
1
2
CA
08/22/2019 - Present
Emerson Equity LLC (San Carlos CA)
CA
03/31/2015 - 08/15/2019
WESTERN INTERNATIONAL SECURITIES, INC. (San Carlos CA)
CA
08/07/2002 - 04/07/2015
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
03/25/1999 - 07/22/2002
ROUND HILL SECURITIES, INC. (ALAMO CA)
NY
07/15/1992 - 03/05/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 07/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Uccelli is the right advisor for you? Invested Better is here to help.
