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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Veilleux is a financial advisor registered with UBS Financial Services Inc. in Boston, MA. Andrew has been in the industry since April 2021 and is licensed to provide financial advice in 53 states and territories. Andrew is also an active Investment Advisor Representative and is registered with the states of Connecticut and New York. Andrew holds Series 7, 63 and 65 licenses. Andrew specializes in a range of financial planning services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Andrew has experience working with various client types, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
See schedule d - miscellaneous
1
2
MA
07/30/2024 - Present
UBS Financial Services Inc. (BOSTON MA)
NH
02/25/2021 - 11/29/2021
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 01/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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