Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ness is a financial advisor with Fidelity Personal And Workplace Advisors. Andrew has over 12 years of experience in the financial services industry. Andrew holds both Series 7 and Series 63 securities licenses and the Series 65 investment advisor license. Andrew is registered to provide investment advice in several states. Andrew specializes in financial planning, portfolio management, and selection of other advisers.
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.
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
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
MA
03/20/2017 - 05/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOSTON MA)
MA
12/04/2012 - 03/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEEDHAM MA)
NJ
06/17/2010 - 09/19/2011
AXA ADVISORS, LLC (MANASQUAN NJ)
IA
Issued 12/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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