Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Piet is a financial advisor with over 12 years of experience in the industry. Andrew is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at WELLS FARGO CLEARING SERVICES, LLC, BB&T INVESTMENT SERVICES, INC. and PNC INVESTMENTS. Andrew specializes in providing portfolio management for businesses and individuals. Andrew also provides financial planning, pension consulting, and educational seminars. Andrew is committed to providing his clients with the highest level of service and expertise.
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
10/18/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MD
12/05/2017 - 08/12/2022
WELLS FARGO CLEARING SERVICES, LLC (REISTERSTOWN MD)
MD
09/06/2016 - 09/29/2017
BB&T INVESTMENT SERVICES, INC. (BALTIMORE MD)
MD
06/02/2010 - 08/01/2016
PNC INVESTMENTS (FULTON MD)
BOTH
Issued 08/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2010
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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