Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Richard Avellan is a registered representative and investment advisor representative with Jacobi Capital Management, LLC. Andrew is licensed in Delaware, Florida, Georgia, Nevada, New Jersey, North Carolina, Pennsylvania, South Carolina and Virginia. Andrew has been in the industry since August 9, 2003. Andrew is also a registered representative with LPL Financial, LLC. Prior to that, Andrew was a registered representative with Equitable Advisors, LLC. Andrew holds the Series 66, Series 7, and Series 24 licenses. Jacobi Capital Management, LLC is an investment advisor firm based in Pittston, PA. The firm provides investment advisory services to individuals, businesses, trusts, and charitable organizations. The firm's investment philosophy is based on a long-term, value-oriented approach.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/18/2021 - Present
Jacobi Capital Management, LLC (PITTSTON PA)
PA
07/04/2003 - 02/03/2021
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 07/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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