Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Peter Altieri is a financial advisor currently registered with Fidelity Personal And Workplace Advisors in Albany, New York. Andrew has been in the financial industry since February 4, 2016. He is licensed to provide financial advice in 24 states and is registered with both FINRA and the SEC. Andrew has passed the Series 6, Series 7, Series 63, and SIE exams. Prior to joining Fidelity, Andrew was a registered representative with Northwestern Mutual Investment Services, LLC. Andrew specializes in financial planning, portfolio management, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/18/2021 - Present
Fidelity Personal AND Workplace Advisors (ALBANY NY)
NY
10/09/2015 - 10/28/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBANY NY)
BC
Issued 03/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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