Unclaimed
Andrew Kistler is a financial advisor at Janney Montgomery Scott LLC. Andrew has been in the industry since 1983 and has experience with various investment firms. Andrew is a registered representative in several states, including Arkansas, District of Columbia, Florida, Georgia, Indiana, Maryland, Massachusetts, New York, North Carolina, South Carolina, Washington, and Wisconsin. Andrew specializes in providing financial planning, pension consulting, educational seminars, and portfolio management 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
NC
10/02/2012 - Present
Janney Montgomery Scott LLC (CHARLOTTE NC)
MD
10/14/2009 - 10/05/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BETHESDA MD)
MD
05/11/2006 - 12/02/2008
AMERIPRISE ADVISOR SERVICES, INC. (ROCKVILLE MD)
DC
07/31/1993 - 05/20/2006
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
GA
09/26/1988 - 11/02/1999
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
03/19/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/14/1988 - 10/05/1988
SHEARSON LEHMAN HUTTON INC.
NA
03/09/1988 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
03/12/1987 - 03/15/1988
NCNB SECURITIES, INC.
NA
10/20/1983 - 03/20/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 06/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/23/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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