Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Vella is a financial advisor in NEW ORLEANS, LA with over 5 years of experience in the financial services industry. Andrew is currently registered with Newedge Advisors and holds a Series 6, 7, 63, and 66. Andrew has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and U.S. BANCORP INVESTMENTS, INC. Andrew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high net worth 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.
Guidance on pension options to ensure a secure financial future.
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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LA
12/21/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
LA
10/16/2019 - 11/29/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANDEVILLE LA)
TN
01/24/2018 - 10/02/2019
U.S. BANCORP INVESTMENTS, INC. (NASHVILLE TN)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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