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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew James Micallef is an investment advisor representative at Capital Group Private Client Services, Inc. Andrew has been in the financial services industry since July 2013. He has been registered with Capital Group Private Client Services, Inc. since July 2021. Previously, Andrew was registered with J.P. Morgan Securities LLC. Andrew has Series 7, Series 63, and Series 65 licenses. Andrew's specializations include portfolio management for individuals and businesses, as well as portfolio management for pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
CA
07/15/2013 - 03/29/2019
J.P. MORGAN SECURITIES LLC (PALO ALTO CA)
IA
Issued 06/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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