Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Chase is a financial advisor with Fidelity Personal And Workplace Advisors, located in Huntington, NY. Andrew has been working in the financial industry since April 1996 and has a broad range of experience with various firms. Prior to joining Fidelity Personal And Workplace Advisors, Andrew worked at Equitable Advisors, LLC, Development Corporation for Israel, CF Global Trading, LLC, Instinet, LLC, and Smith New Court, Carl Marks Inc. Andrew holds a Series 7, 63, 55, 66 and SIE license. He is licensed to provide financial advice in all 50 states, as well as the District of Columbia and Puerto Rico. Andrew is committed to providing his clients with personalized financial advice and guidance.
HUNTINGTON, NY
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.
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.
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2
NY
01/12/2024 - Present
Fidelity Personal AND Workplace Advisors (HUNTINGTON NY)
NY
05/03/2021 - 12/21/2021
EQUITABLE ADVISORS, LLC (WOODBURY NY)
NY
04/21/2015 - 02/07/2020
DEVELOPMENT CORPORATION FOR ISRAEL (GREAT NECK NY)
NY
01/06/2014 - 10/07/2014
CF GLOBAL TRADING, LLC (NEW YORK NY)
NY
06/01/2006 - 11/25/2013
INSTINET, LLC (NEW YORK NY)
NY
11/05/2003 - 06/01/2006
INSTINET, LLC (NEW YORK NY)
NY
08/01/2000 - 01/14/2003
INSTINET CORPORATION (NEW YORK NY)
NY
02/20/1997 - 08/01/2000
INSTINET CORPORATION (NEW YORK NY)
NY
05/15/1996 - 07/31/1996
SCHONFELD SECURITIES INC. (JERICHO NY)
NY
03/08/1996 - 06/20/1996
GKN SECURITIES CORP. (NEW YORK NY)
NY
06/12/1986 - 02/26/1990
SMITH NEW COURT, CARL MARKS INC. (NEW YORK NY)
BOTH
Issued 9/9/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 3/7/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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