Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Jeffrey Weichman

Kpmg Corporate Finance LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Jeffrey Weichman

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).

Firm Information

Andrew Weichman is currently registered with Kpmg Corporate Finance LLC. Kpmg Corporate Finance LLC is a Limited Liability Company formed in February 2000. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Weichman’s Registration & Firm History

OR

08/02/2024 - Present

Kpmg Corporate Finance LLC (Portland OR)

Not sure if Andrew Jeffrey Weichman is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Jeffrey Weichman.
Not sure if Andrew Jeffrey Weichman is right for you?