Unclaimed
Andrew Weichman is a financial advisor registered in 35 states and the District of Columbia, with a focus on investment banking. Andrew joined KPMG Corporate Finance LLC in August 2024 and is based in Portland, Oregon. Andrew has passed the Series 63, 79TO, and 82TO exams, as well as the Securities Industry Essentials Examination (SIE).
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.
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.
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2
OR
08/02/2024 - Present
Kpmg Corporate Finance LLC (Portland OR)
BC
Issued 09/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 08/01/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/28/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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