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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Sasso is an investment advisor representative with Creative Planning. Andrew has been in the industry since October 2012 and has held previous roles at J.P. Morgan Securities LLC and Chase Investment Services Corp. Andrew is licensed in New York and Texas and has a Series 6, 7, 63 and 66 license. Andrew also holds the designations of Certified Financial Planner and Chartered Financial Consultant. Andrew has over 10 years of experience in the financial services industry. Andrew is passionate about helping clients achieve their financial goals. In addition to his role at Creative Planning, Andrew is also a co-owner of Sasso Capital, LLC. Andrew's specializations include retirement planning, investment management, and estate planning. Andrew is committed to providing clients with personalized financial advice and guidance.
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
NY
08/28/2023 - Present
Creative Planning (BROOKLYN NY)
NY
10/01/2012 - 10/12/2018
J.P. MORGAN SECURITIES LLC (New York NY)
NY
09/24/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 05/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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