Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Weissman is a financial advisor at Wealthspire Advisors. Andrew has over 10 years of experience in the financial services industry. Andrew is a Certified Financial Planner® professional and holds the Series 7, Series 31, Series 66, and Series SIE licenses. Andrew specializes in providing financial planning and investment management services to individuals, families, and businesses. Andrew has previously worked at RDM Investment Services, Inc., CFWP Securities, LLC, and Morgan Stanley Smith Barney.
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.
Helps you choose top advisors aligned with your financial goals.
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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NY
03/11/2021 - Present
Wealthspire Advisors (NEW YORK NY)
NY
11/28/2017 - 06/15/2020
WEALTHSPIRE CAPITAL, LLC (New York NY)
NY
08/02/2016 - 04/20/2017
CFWP SECURITIES, LLC (NEW YORK NY)
CT
05/22/2012 - 09/28/2015
RDM INVESTMENT SERVICES, INC. (WESTPORT CT)
NY
02/05/2010 - 06/15/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
BOTH
Issued 03/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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