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 over 25 years of experience in the industry. Andrew currently works at Fidelity Personal And Workplace Advisors and has previously held roles at Equitable Advisors, LLC, Development Corporation for Israel, CF Global Trading, LLC, and Instinet, LLC. Andrew has a wide range of experience in the financial industry, specializing in investment management, financial planning, and portfolio management. Andrew holds licenses for both Series 66 and Series 63, as well as the Securities Trader Exam, Securities Industry Essentials Examination, and Limited Representative-Equity Trader Exam.
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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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 09/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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