Unclaimed
Andrew Llewellyn Vanderslice is a financial advisor with over 27 years of experience in the industry. Andrew is currently registered with Fidelity Personal And Workplace Advisors in Merrimack, New Hampshire. Andrew has previously worked with various firms including UBS Financial Services Inc., The Leaders Group, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew holds Series 6, 7, 24, 63, 65, and 66 licenses. Andrew offers a range of financial planning and investment management services to individuals, families, and businesses.
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.
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.
1
2
NH
03/14/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
CO
08/19/2015 - 12/31/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
05/30/2013 - 08/12/2015
UBS FINANCIAL SERVICES INC. (BOSTON MA)
CO
03/16/2011 - 05/31/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
10/23/2009 - 11/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
06/21/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NH
04/07/2003 - 06/15/2007
LIBERTY LIFE DISTRIBUTORS LLC (DOVER NH)
NC
10/09/2000 - 02/07/2003
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
CT
03/09/1999 - 11/09/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
DE
04/01/1992 - 01/29/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 03/04/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/1992
Series 24 - General Securities Principal Examination
BC
Issued 02/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1992
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Andrew Vanderslice is the right advisor for you? Invested Better is here to help.