Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ferraro is a registered investment advisor representative with PKS Advisory Services, LLC, working out of the Schwenksville, PA office. Andrew has been working in the financial industry since 2000. Andrew is currently registered with the state of Pennsylvania as an investment advisor representative. Andrew also has a Series 65 license, which allows him to provide investment advice to individuals and institutions. Previously, Andrew was a registered representative at Equitable Advisors, LLC, where he worked from 2019 to 2022. Andrew has a broad experience in the financial services industry.
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
PA
09/14/2023 - Present
PKS Advisory Services, LLC (Schwenksville PA)
PA
02/13/2019 - 04/18/2022
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
PA
12/01/2017 - 01/18/2019
MCG SECURITIES LLC (WAYNE PA)
PA
06/23/2009 - 12/17/2015
EMERGING GROWTH EQUITIES, LTD. (KING OF PRUSSIA PA)
PA
09/19/2006 - 03/27/2009
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
02/02/2005 - 09/15/2006
EMERGING GROWTH EQUITIES, LTD. (KING OF PRUSSIA PA)
NY
11/15/2004 - 01/14/2005
KEVIN DANN & PARTNERS, LLC (NEW YORK NY)
NY
10/07/2004 - 12/01/2004
WHITAKER SECURITIES LLC (NEW YORK NY)
NY
11/11/2003 - 01/22/2004
LABRANCHE FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
10/01/2002 - 08/26/2003
J GIORDANO SECURITIES GROUP (NEW YORK NY)
NY
08/07/2000 - 08/02/2002
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
09/23/1998 - 08/23/2000
ING BARINGS LLC (NEW YORK NY)
NY
12/12/1996 - 09/11/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/07/2011
Series 4 - Registered Options Principal Examination
BC
Issued 05/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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