Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Kasney is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew has been in the industry since February 14, 2008. Andrew has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2006. Andrew holds FINRA Series 4, 7, 9, 10, 14, 24, 53, and 66 licenses. Andrew is registered in Florida and California.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
12/21/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WEST HOLLYWOOD CA)
BOTH
Issued 10/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2013
Series 4 - Registered Options Principal Examination
BC
Issued 12/13/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/11/2011
Series 14 - Compliance Officer Examination
BC
Issued 01/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 06/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrew Kasney is the right advisor for you? Invested Better is here to help.
