Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Charles Massaro is a financial advisor with Edelman Financial Engines. Andrew has been working in the financial services industry for over 30 years. Andrew has a wide range of experience, having worked for several firms including Sanders Morris Harris LLC, Royal Alliance Associates, Inc. and World Invest Corporation. Andrew is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses. Andrew specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
12/09/2005 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
AZ
05/08/1997 - 12/08/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
10/25/1994 - 05/12/1997
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
MD
07/14/1993 - 08/23/1994
SCHOENKE & ASSOCIATES SECURITIES CORPORATION (GERMANTOWN MD)
NJ
02/10/1992 - 08/17/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/10/1992 - 08/17/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NJ
05/08/1991 - 12/31/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/08/1991 - 12/31/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
OH
06/20/1989 - 10/09/1990
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 01/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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