Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Alcarese is a financial advisor with over 25 years of experience in the industry. Andrew is registered with Janney Montgomery Scott LLC. Andrew has been registered with Janney Montgomery Scott LLC since November 2013. Previously, Andrew worked at Morgan Stanley, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Andrew holds the Series 66, SIE, Series 31, and Series 7 licenses. Andrew is a Certified Financial Planner. Andrew specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Andrew serves clients in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Maine, Maryland, Massachusetts, Michigan, Mississippi, Montana, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington.
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.
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.
Fee plus commission
1
2
DE
11/21/2013 - Present
Janney Montgomery Scott LLC (Greenville DE)
DE
06/01/2009 - 11/25/2013
MORGAN STANLEY (WILMINGTON DE)
DE
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENVILLE DE)
MD
07/23/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 03/11/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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