Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Massello has been in the financial services industry since April 1990. Andrew is currently registered with LPL Enterprise, LLC in New York and Texas. Andrew is also registered in 14 other states as a Registered Representative and Investment Advisor Representative. Andrew has earned the Series 6, Series 63, and SIE licenses and is a licensed insurance agent. Andrew offers investment advisory services, financial planning services, and educational seminars. Andrew's firm is based in Fort Mill, SC and has 1 licensed agent, 12 investment advisor representatives and 55 registered representatives. The firm specializes in offering investment advice and services to individuals, businesses, and corporations. The firm is also a registered investment adviser.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
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NY
11/14/2024 - Present
LPL Enterprise, LLC (YONKERS NY)
NJ
05/14/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NJ
04/05/1990 - 04/23/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 03/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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