Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Leimenstoll is a Registered Representative with Eaton Vance Management based in Boston, Massachusetts. Andrew has been working in the financial industry since 2003 and has been registered with the Securities and Exchange Commission since 2013. Andrew is a registered Investment Advisor representative in the state of Massachusetts. Andrew is a General Securities Principal and has passed the Series 7, Series 24, Series 66 and Series 79TO exams. Andrew has prior experience at Invesco Distributors, Inc., Van Kampen Funds Inc. and A.G. Edwards & Sons, Inc. Andrew has also held a Silent Partner interest in Bottleneck DTC, LLC and Bottleneck Fund 2018, LLC, and was a Board Member, Investment Committee, Other Committee Member for Ronald McDonald House Charities of Maryland. Andrew also holds a Partner interest in Blue Wave LLC. Andrew is a licensed Investment Advisor representative in Alabama, Connecticut, Delaware, District of Columbia, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Vermont, Virginia and West Virginia.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
03/25/2013 - Present
Eaton Vance Management (BOSTON MA)
TX
06/01/2010 - 03/05/2013
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
02/01/2006 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
MO
04/09/2004 - 01/27/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
05/28/2003 - 01/20/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 06/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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