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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew David D'souza is an active investment advisor registered with FINRA and the state of New Jersey. Andrew has been in the industry since April 10, 2000. Andrew is currently employed by Lord, Abbett & Co. LLC. Andrew has passed both the Series 63 and Series 65 exams. Andrew also holds the Series 3, 6, 7, 24, and SIE exams. Andrew has been registered in the state of California for both Broker-Dealer and Investment Advisor, since 2004. Andrew is also registered in the state of New Jersey for both Broker-Dealer and Investment Advisor. Andrew is registered in all 50 states for Broker-Dealer and 2 states for Investment Advisor.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment advisory services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
06/26/2013 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
NC
04/04/2000 - 10/19/2004
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 11/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 3 - National Commodity Futures Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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