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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 Shaw is a financial advisor with Janney Montgomery Scott LLC, specializing in providing financial planning, portfolio management, and investment services to individuals, businesses, and charitable organizations. Andrew has been a registered representative for over a decade, holding licenses in various states and actively participating in the financial industry since 2011. Andrew's expertise extends to various financial services, encompassing securities, investment advisory, and wealth management strategies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
01/23/2019 - Present
Janney Montgomery Scott LLC (Philadelphia PA)
BOTH
Issued 01/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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