Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Heyman is a registered investment advisor representative with Osaic Wealth, Inc. based in Bellmore, NY. Andrew has been in the financial services industry since 1997 and holds the Series 7, Series 63 and Series 79TO licenses. In addition to his role at Osaic Wealth, Inc., Andrew also works as an insurance agent. Andrew has experience working with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, corporations and other businesses, charitable organizations, and pension and profit sharing 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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (Bellmore NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Bellmore NY)
NY
06/02/2000 - 07/17/2020
INVESTACORP, INC. (Bellmore NY)
NY
08/18/1999 - 05/24/2000
NORTHRIDGE CAPITAL CORPORATION (MELVILLE NY)
NY
07/22/1998 - 10/19/1999
G.F.B. SECURITIES, INC. (EAST MEADOW NY)
FL
08/18/1997 - 07/23/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
GA
05/12/1997 - 08/12/1997
ARGENT SECURITIES, INC. (ATLANTA GA)
CO
04/25/1997 - 05/27/1997
SAUCEDA & GRANVILLE SECURITIES, INC. (DENVER CO)
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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