Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Firstman is a financial advisor with over 35 years of experience in the industry. Andrew currently works for J.P. Morgan Securities LLC, providing financial advice to individuals and businesses. Prior to joining J.P. Morgan Securities LLC, Andrew worked at Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Smith Barney Inc. Andrew is licensed to provide financial advice in multiple states and holds Series 3, 7, 63 and 65 licenses. Andrew is also a registered representative of FINRA. Andrew's specialties include financial planning, pension consulting, portfolio management, and selection of other advisors.
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
GA
11/20/2015 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
01/17/2003 - 12/17/2015
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NJ
05/30/1996 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
07/31/1993 - 06/17/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/21/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/11/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1986
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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