Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Hewitson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Austin, Texas. Andrew has been in the financial services industry since 2016. Prior to joining Merrill Lynch, Andrew worked at J.P. Morgan Securities LLC. Andrew holds a Series 6, 7, 63 and 66 licenses. Andrew's specializations include investments, financial planning, retirement planning, college savings, and estate planning. Andrew is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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2
TX
10/22/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
08/10/2022 - 09/06/2024
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
CA
01/01/2016 - 10/06/2021
J.P. MORGAN SECURITIES LLC (CALABASAS CA)
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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