Unclaimed
Andrew Merritt Rippy is a financial advisor with Janney Montgomery Scott LLC, a firm with over 1,000 employees and $85.8 billion in regulatory assets under management. Andrew has been in the financial industry since 2002 and is registered to provide investment advice in 52 states and the District of Columbia. He holds the Series 7, 24, 63, 79TO, and SIE licenses. Andrew specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services.
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.
Fee plus commission
1
2
OR
01/10/2024 - Present
Janney Montgomery Scott LLC (Beaverton OR)
CA
06/28/2021 - 11/14/2023
SCOTIA CAPITAL (USA) INC. (San Francisco CA)
CA
06/25/2019 - 03/22/2021
TRUIST SECURITIES, INC. (SAN FRANCISCO CA)
OR
06/06/2017 - 06/28/2019
ROBERT W. BAIRD & CO. INCORPORATED (Portland OR)
OR
04/13/2015 - 06/06/2017
KEYBANC CAPITAL MARKETS INC. (PORTLAND OR)
OR
11/27/2001 - 04/13/2015
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
BC
Issued 04/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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