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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Soltys is a financial advisor at Fidelity Personal and Workplace Advisors. Andrew has been in the financial services industry since 2003. Andrew has been registered with the state of Pennsylvania since 2015, and has also been registered with the state of Texas as a resident advisor. Andrew is a Series 7, 9, 10, and 66 licensed professional and is dedicated to helping clients achieve their financial goals. Andrew has experience providing financial advice to individuals, high-net-worth individuals, businesses, charitable organizations, and retirement plans. Andrew is committed to providing clients with personalized financial planning and investment advice.
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
PA
11/29/2018 - Present
Fidelity Personal AND Workplace Advisors (WARRINGTON PA)
PA
11/09/2007 - 01/07/2008
AXA ADVISORS, LLC (PHILADELPHIA PA)
PA
04/07/2003 - 11/08/2007
WACHOVIA SECURITIES, LLC (QUAKERTOWN PA)
MD
06/18/1999 - 04/22/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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