Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Breen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew has been in the industry since 2021 and holds licenses in both New York and Texas. Andrew works with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Andrew provides portfolio management, financial planning, and other services to clients.
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
04/05/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
TX
03/01/2021 - 09/13/2021
EQUITABLE ADVISORS, LLC (DALLAS TX)
IA
Issued 04/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2020
SIE - Securities Industry Essentials 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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