Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Samalin is an investment advisor representative at Samalin Wealth. Andrew has been working in the financial services industry since 1991 and has a strong background in investment management, financial planning, and retirement planning. He is also a certified financial planner. Andrew has a deep understanding of the financial markets and is committed to providing his clients with personalized and comprehensive financial advice. Andrew has worked for several firms throughout his career, including Prudential Securities, Dean Witter Reynolds, and Wachovia Securities. Andrew is dedicated to helping his 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.
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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NY
04/05/2007 - Present
Samalin Wealth (CHAPPAQUA NY)
NY
04/05/2007 - 09/08/2009
PURSHE KAPLAN STERLING INVESTMENTS (MT. KISKO NY)
NY
07/01/2003 - 04/16/2007
WACHOVIA SECURITIES, LLC (WHITE PLAINS NY)
NY
12/11/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/19/1995 - 12/19/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
05/10/1994 - 02/03/1995
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
07/02/1991 - 05/18/1994
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NY
05/23/1991 - 07/29/1991
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
IA
Issued 04/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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