Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Aramany is a financial advisor who has been working in the financial industry since 1997. Andrew is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Exton, PA, and also holds active registrations in several other states. Previously, Andrew worked for Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Vanguard Marketing Corporation. Andrew is a Series 6, 7, 63 and 66 licensed professional, specializing in Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, 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.
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
04/16/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EXTON PA)
IN
07/21/2003 - 06/01/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/21/2003 - 06/01/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
03/12/1997 - 07/11/2003
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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