Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Shakespeare is an Investment Advisor Representative with Equitable Advisors, LLC, a leading financial services firm. Andrew has been in the industry since 2000. Andrew has earned the Series 4, 7, and 63 securities licenses as well as the Series 65 investment advisor license. Andrew has experience working with a variety of clients including high net worth individuals, corporations and other businesses, pension and profit sharing plans and charitable organizations.
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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NY
05/15/2024 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
12/09/2022 - 03/15/2023
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
07/01/2020 - 12/31/2020
ALLSTATE FINANCIAL SERVICES, LLC (New York NY)
NY
02/11/2020 - 05/18/2020
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
01/07/2014 - 08/08/2018
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
09/13/2010 - 03/19/2013
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
02/10/2005 - 08/13/2009
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NE
03/16/2000 - 12/15/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 11/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2008
Series 4 - Registered Options Principal Examination
BC
Issued 08/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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