Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Oshman is a financial advisor with J.P. Morgan Securities LLC, with over 10 years of experience in the industry. Andrew has held previous roles with DUFF & PHELPS SECURITIES LLC, GCP SECURITIES, LLC, and GCP SECURITIES, INC. Andrew holds the Series 7 and Series 63 licenses as well as the SIE. Andrew is registered with FINRA. Andrew is located in Dallas, Texas and serves clients in the surrounding area. Andrew has experience working with high-net-worth individuals, corporations, and other businesses, as well as pension and profit-sharing plans, charitable organizations, and insurance companies. Andrew offers portfolio management, financial planning, and selection of other advisers, all while maintaining the highest ethical standards and putting the client's interests first.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
12/19/2018 - Present
J.p. Morgan Securities LLC (Dallas TX)
TX
08/09/2011 - 08/21/2018
DUFF & PHELPS SECURITIES LLC (DALLAS TX)
TX
06/06/2012 - 12/17/2013
GCP SECURITIES, LLC (DALLAS TX)
TX
12/18/2007 - 06/06/2012
GCP SECURITIES, INC. (DALLAS TX)
BC
Issued 02/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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