Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Joseph Brown is a financial advisor with over 8 years of experience in the industry. Andrew is currently registered with Fidelity Personal And Workplace Advisors. Andrew was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and T. Rowe Price Investment Services, Inc.. Andrew holds Series 66, SIE and Series 7 securities licenses. Andrew has a total of 38 state licenses for broker-dealer activities, 3 state licenses for investment advisor activities and 2 licenses with self-regulatory organizations (SROs) for broker-dealer activities. Andrew's current registrations allow him to conduct business in 38 states for broker-dealer activities and 3 states for investment advisor activities. Andrew has worked for T. Rowe Price, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Fidelity Investments.
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.
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.
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.
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2
DE
05/19/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENVILLE DE)
MD
08/01/2018 - 04/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
01/03/2014 - 06/08/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 2/5/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/3/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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