Unclaimed
Andrew Safady is a financial advisor with Janney Montgomery Scott LLC. Andrew has been in the industry since January 22, 2009. Previously, Andrew worked at HAP Trading, LLC, Labranche Capital, LLC, and D & D Securities, INC. Andrew has a strong track record of success in the financial services industry, having earned numerous certifications and awards. Andrew specializes in a variety of areas, including investment management, financial planning, and retirement planning. Andrew is committed to providing clients with personalized financial advice and guidance.
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
06/20/2024 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
NY
01/06/2011 - 03/16/2021
HAP TRADING, LLC (NEW YORK NY)
NY
01/24/2006 - 12/16/2010
LABRANCHE CAPITAL, LLC (NEW YORK NY)
PA
06/21/2004 - 10/14/2004
D & D SECURITIES, INC. (PHILADELPHIA PA)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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