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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 Jerome Rand is an investment advisor representative at 1919 Investment Counsel, LLC in San Francisco, CA. Andrew has been in the financial services industry for over 20 years. Andrew holds Series 3, 7, 24, 63, and 65 licenses and is a Certified Financial Planner. Andrew has a strong background in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, investment companies, and charitable organizations. Andrew's previous roles include working at S F Sentry Securities, Inc., Howe Barnes Hoefer & Arnett, Inc., Hoefer & Arnett, Incorporated, Deutsche Bank Securities Inc., Scudder Investor Services, Inc., Newbury Street Capital Limited Partnership, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Smith Barney Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Nondiscretionary investment advice and certain family office services
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.
Asset-based fees for nondiscretionary model advice
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2
CA
10/02/2018 - Present
1919 Investment Counsel, LLC (san francisco CA)
CA
04/21/2011 - 08/10/2012
S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)
CA
08/04/2006 - 03/31/2011
HOWE BARNES HOEFER & ARNETT, INC. (SAN FRANCISCO CA)
CA
03/22/2004 - 08/04/2006
HOEFER & ARNETT, INCORPORATED (SAN FRANCISCO CA)
NY
10/21/2003 - 03/29/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/28/2000 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
09/13/1999 - 02/07/2001
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)
NY
06/02/1997 - 03/18/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/07/1995 - 05/05/1997
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/25/2001
Series 3 - National Commodity Futures Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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