Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Pritsios is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in Washington, DC. Andrew holds Series 3, 7, 31, and 63 licenses, as well as the SIE and Series 65 exams. Andrew has been in the industry since 2001. Prior to joining Merrill Lynch, Andrew was a financial advisor at Barclays Capital Inc. and Oppenheimer & Co. Inc. Andrew specializes in providing investment advice to individuals, businesses, corporations, insurance companies, pension plans, and charitable organizations. Andrew's firm provides a range of services, including portfolio management, financial planning, and educational seminars. Andrew is committed to providing his clients with personalized service and helping them achieve their financial goals.
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
DC
01/20/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
DC
01/15/2010 - 07/10/2015
BARCLAYS CAPITAL INC. (WASHINGTON DC)
DC
03/20/2009 - 01/20/2010
OPPENHEIMER & CO. INC. (WASHINGTON DC)
VA
09/26/2008 - 03/10/2009
STANFORD GROUP COMPANY (MCLEAN VA)
VA
10/07/2003 - 10/10/2008
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (ARLINGTON VA)
NY
03/20/2001 - 10/08/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
CA
01/05/2001 - 03/19/2001
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
IA
Issued 02/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 3 - National Commodity Futures Examination
BC
Issued 03/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/2001
Series 7 - General 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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