Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Borzilleri is a financial advisor with over 30 years of experience in the industry. Andrew is currently registered with Raymond James & Associates, Inc. and has been a part of their team since 2017. Prior to that, Andrew worked at Morgan Stanley, Citigroup Global Markets Inc., Tucker Anthony Incorporated, and Griffin Financial Services. Andrew is registered with the state of New York and holds the Series 7, Series 63, and SIE licenses. Andrew is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/14/2021 - Present
Raymond James & Associates, Inc. (Garden City NY)
NY
12/10/2015 - 07/27/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (GARDEN CITY NY)
NY
06/01/2009 - 12/11/2015
MORGAN STANLEY (GARDEN CITY NY)
NY
04/13/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)
NY
10/13/2000 - 04/30/2007
CITIGROUP GLOBAL MARKETS INC. (GARDEN CITY NY)
MA
09/25/1995 - 11/06/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
12/09/1994 - 09/29/1995
GRIFFIN FINANCIAL SERVICES
NJ
05/04/1994 - 01/31/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
11/15/1991 - 03/31/1994
D. H. BLAIR & CO., INC. (NEW YORK NY)
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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