Unclaimed
Andrew Taggart Yearley is a financial professional with over 23 years of experience in the industry. Andrew has a strong background in investment banking and securities. Andrew is currently registered with Rothschild & Co. US Inc., a leading global financial advisory group, and previously held a position at Lazard Frères & Co. LLC. Andrew holds the Series 7, Series 24, SIE, and Series 79TO licenses.
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.
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.
1
2
NY
10/25/2023 - Present
Rothschild & Co. US Inc. (NEW YORK NY)
NY
09/22/1999 - 06/02/2023
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 11/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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