Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Passeri is a financial advisor with over 20 years of experience in the financial services industry. Andrew Joseph Passeri is currently registered with HSBC Securities (USA) Inc. in New York and New Jersey. Andrew has previously been registered with CITICORP INVESTMENT SERVICES, J.P. MORGAN SECURITIES INC., CHASE SECURITIES OF TEXAS, INC. and CHASE SECURITIES INC.. Andrew holds Series 7, 24, 63, 65, and 66 securities licenses. Andrew has also completed the SIE exam. Andrew is a real estate partner owner and holds a position of landlord.
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.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/24/2022 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
01/16/2002 - 04/03/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
05/01/2001 - 11/07/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/03/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
TX
08/04/2000 - 05/01/2001
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
NY
11/22/1999 - 04/02/2001
CHASE SECURITIES INC. (NEW YORK NY)
NA
04/25/1989 - 12/22/1989
SHEARSON LEHMAN HUTTON INC.
BOTH
Issued 07/25/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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