Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Burns is a financial advisor who has been in the industry since January 21, 2001. Andrew currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. and has a Series 63 and Series 65 license. Andrew has experience with Merrill Lynch, Pierce, Fenner & Smith Inc. and BANC OF AMERICA INVESTMENT SERVICES, INC.. Andrew has held previous positions with CITIZENS INVESTMENT SERVICES CORP., QUICK & REILLY, INC., EDWARD JONES, and MFS FUND DISTRIBUTORS, INC.. Andrew is a registered representative with both FINRA and the states of Connecticut, Texas, California, Delaware, Florida, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, Texas, Virginia and Washington.
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
MA
07/05/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HINGHAM MA)
MA
12/15/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
RI
04/15/2003 - 01/11/2005
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
04/29/2002 - 04/11/2003
QUICK & REILLY, INC. (NEW YORK NY)
MO
08/09/2001 - 01/24/2002
EDWARD JONES (ST. LOUIS MO)
MA
10/16/2000 - 09/19/2001
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 03/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/19/2007
Series 4 - Registered Options Principal Examination
BC
Issued 05/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2000
Series 6 - Investment Company Products/Variable Contracts 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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