Unclaimed
Andrew Ezzat is a financial advisor with Sterling Bridge Financial Group LLC. Andrew has been in the industry since 2020. Andrew is registered in Florida, Michigan and Texas. Andrew specializes in financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
FL
07/08/2024 - Present
Sterling Bridge Financial Group LLC (PALM HARBOR FL)
PA
10/21/2021 - 07/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
PA
03/22/2021 - 09/28/2021
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
IA
Issued 07/21/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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