Unclaimed
Andrew Jacob Chassin is a financial professional registered with Bofa Securities, Inc. in NORTH BETHESDA, MD. Andrew has worked in the financial industry since 2010. Andrew has a Series 7, Series 24, Series 63, Series 79, and SIE license. Prior to joining Bofa Securities, Inc., Andrew worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
MD
05/10/2019 - Present
Bofa Securities, Inc. (NORTH BETHESDA MD)
MD
09/19/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH BETHESDA MD)
NY
11/01/2010 - 05/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/27/2005 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 10/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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