Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Thomas Orsini is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew has been working in the industry since February 1984. Andrew is licensed in several states and offers a variety of services, including portfolio management for individuals and businesses, pension consulting and educational seminars. Andrew has previously worked with ADVEST, INC. and Legg Mason Wood Walker, Incorporated.
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
NH
07/18/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANCHESTER NH)
CT
08/11/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
MD
01/02/1990 - 08/18/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/15/1984 - 01/04/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
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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