Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Parvey is a financial advisor with over 25 years of experience in the financial services industry. Andrew has held positions at several prominent firms, including Merrill Lynch, Citigroup Global Markets Inc., and J.P. Morgan Securities LLC. He currently works with LPL Financial LLC, serving clients in the Boston area. Andrew's expertise encompasses a range of financial services, including investment advisory, financial planning, and portfolio management. He is committed to providing personalized financial solutions tailored to individual needs and goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
09/04/2024 - Present
LPL Financial LLC (BOSTON MA)
MA
02/03/2023 - 03/27/2024
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
10/31/2008 - 02/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WORCESTER MA)
MA
10/06/1998 - 11/17/2008
CITIGROUP GLOBAL MARKETS INC. (WALTHAM MA)
NY
04/03/1998 - 07/30/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
MI
07/19/1996 - 09/13/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 3 - National Commodity Futures Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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