Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Newman is a financial advisor registered with Private Advisor Group, LLC and has been in the industry for over 10 years. Andrew is licensed to provide investment advice in New Jersey and Texas. Andrew has a diverse background in the financial services industry and holds Series 7, 63 and 65 licenses. Andrew is committed to providing clients with personalized financial planning and investment management services. Andrew has extensive experience working with individual investors, families, and small businesses. Andrew is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Andrew has a strong reputation in the financial services industry for his integrity, professionalism, and commitment to client service.
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.
Solicitation/referral
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.
Solicitor/referral fees
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2
NJ
07/25/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NJ
03/01/2016 - 09/09/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SUMMIT NJ)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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