Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Stevens is an investment advisor representative with Credit Suisse Securities (USA) LLC. Andrew has been in the securities industry since December 6, 2008. Andrew has a broad range of experience in the financial services industry, having previously worked at Cortex Investment Banking, LLC and Credit Suisse Securities (USA) LLC. Andrew holds a Series 3, Series 7, Series 24, Series 55, Series 63, Series 79TO, and Series 65 license.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NY
07/05/2022 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
NY
12/01/2020 - 09/24/2021
CORTEX INVESTMENT BANKING, LLC (NEW YORK NY)
NY
07/14/2005 - 04/17/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
IA
Issued 06/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/06/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2008
Series 3 - National Commodity Futures Examination
BC
Issued 03/14/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, 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
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