Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Patrick Mutscheller is a financial advisor in Dallas, Texas. He has been working in the financial industry since 2003 and has been registered with the Securities and Exchange Commission (SEC) since 2004. Andrew is currently employed by PNC Capital Advisors LLC. He holds the Series 3, 7, 63, 65 and 66 securities licenses. Andrew is a licensed investment advisor representative in Texas and is registered with the state of California as a broker. His prior employers include MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, NORTHERN TRUST SECURITIES, INC. and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. Andrew's investment specializations include investment management for individuals, investment management for businesses, and investment management for pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Proprietary investment analysis 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.
A percentage of the total value of assets under management is charged.
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2
TX
03/26/2018 - Present
PNC Capital Advisors LLC (Dallas TX)
TX
03/23/2018 - 12/31/2019
PNC FUNDS DISTRIBUTOR, LLC (Dallas TX)
TX
12/16/2015 - 01/30/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
TX
04/24/2012 - 11/06/2015
NORTHERN TRUST SECURITIES, INC. (DALLAS TX)
TX
03/26/2010 - 03/01/2012
PURSHE KAPLAN STERLING INVESTMENTS (DALLAS TX)
TX
11/15/2004 - 03/15/2010
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (DALLAS TX)
BOTH
Issued 04/07/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2006
Series 3 - National Commodity Futures Examination
BC
Issued 11/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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