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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 Campbell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Blue Bell, Pennsylvania. Andrew Campbell has over 15 years of experience in the financial services industry. He is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Andrew Campbell specializes in providing financial advice to individuals, corporations, businesses, investment companies, charitable organizations, and pension and profit-sharing plans. He is also a registered investment advisor. Andrew Campbell is committed to providing his clients with personalized financial advice and investment 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.
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
PA
08/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLUE BELL PA)
PA
04/28/2021 - 08/10/2022
CITIZENS SECURITIES, INC. (KENNETT SQUARE PA)
PA
05/08/2019 - 04/23/2021
CUSO FINANCIAL SERVICES, L.P. (PHILADELPHIA PA)
PA
01/29/2016 - 05/29/2019
LPL FINANCIAL LLC (KING OF PRUSSIA PA)
PA
11/21/2013 - 02/03/2016
WELLS FARGO ADVISORS, LLC (ROCKLEDGE PA)
PA
04/02/2012 - 11/01/2013
CETERA INVESTMENT SERVICES LLC (JENKINTOWN PA)
PA
05/16/2011 - 04/05/2012
LPL FINANCIAL LLC (FRAZER PA)
PA
01/14/2010 - 03/05/2010
LPL FINANCIAL CORPORATION (ELKINS PARK PA)
PA
01/08/2007 - 04/20/2009
UVEST FINANCIAL SERVICES GROUP, INC. (FRAZER PA)
PA
09/26/2006 - 01/12/2007
METLIFE SECURITIES INC. (LANSDALE PA)
PA
09/26/2006 - 01/12/2007
METROPOLITAN LIFE INSURANCE COMPANY (LANSDALE PA)
IA
Issued 04/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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