Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Isaac is a financial advisor with over 25 years of experience in the financial services industry. Andrew has held positions with several firms, including Dean Witter Reynolds Inc., Olde Discount Corporation, and Bank of America Investment Services, Inc. Andrew is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds several securities licenses, including Series 7, Series 9, Series 10, Series 52, and Series 63. Andrew is a dedicated and experienced financial advisor who is committed to providing clients with personalized financial advice.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/18/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TUCSON AZ)
AZ
06/14/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TUCSON AZ)
NY
10/06/1997 - 05/31/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MI
08/09/1995 - 10/10/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 12/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/14/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/24/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 8/8/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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