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Andrew Fouad Ghazal

Orion Financial Advisors

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About Andrew Fouad Ghazal

Andrew Fouad Ghazal is an investment advisor representative registered with the state of New Jersey and Pennsylvania. Andrew has been in the financial services industry since 2011 and has experience with Orion Financial Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew is currently employed with Orion Financial Advisors and specializes in providing portfolio management for individuals. Andrew's primary goal is to assist clients in creating a secure and prosperous financial future.

Firm Information

Andrew Ghazal is currently registered with Orion Financial Advisors. Orion Financial Advisors is an independent financial advisory firm that provides portfolio management services for individuals. They have 2 licensed agents and 2 investment advisor representatives managing approximately $5.4 million in assets for 39 clients. The firm offers educational seminars and has a website at https://www.orionfinancialadvisor.com.

$5.41M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Ghazal’s Registration & Firm History

NJ

07/05/2024 - Present

Orion Financial Advisors (VOORHEES NJ)

NJ

09/02/2011 - 11/21/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

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Licenses & Designations

BOTH

Issued 09/29/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2014

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Andrew Fouad Ghazal. Review regulatory record here.
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