Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Venturi is a registered investment advisor representative associated with IEQ Capital, LLC. Andrew has been in the financial industry since 2009 and has held various positions at reputable firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, Credit Suisse Securities (USA) LLC, and Barclays Capital Inc. Andrew possesses the Series 66, Series 7, and SIE licenses and specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. IEQ Capital, LLC is an independent investment advisor firm with over 23 billion dollars in assets under management. The firm's services include financial planning, pension consulting, and portfolio management for individuals, businesses, 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.
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
CA
11/14/2023 - Present
IEQ Capital, LLC (FOSTER CITY CA)
CA
09/07/2012 - 06/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
09/30/2011 - 09/27/2012
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
06/06/2011 - 10/14/2011
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
CA
05/18/2009 - 06/03/2011
GIRARD SECURITIES, INC. (SAN FRANCISO CA)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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