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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Omalley is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Independence Square Holdings, LLC in King of Prussia, PA. Prior to joining Independence Square Holdings, LLC, Andrew was a financial advisor with PNC Investments and Vanguard Marketing Corporation. Andrew's primary focus is on providing investment advice and financial planning services to individuals, families, and small businesses. He holds the Series 7, Series 63, and Series 65 licenses as well as the SIE and Series 55 designations. Andrew is a Certified Financial Planner and is committed to providing his clients with personalized and comprehensive 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
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.
Referral fees
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2
PA
07/27/2020 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
09/20/2013 - 08/03/2020
PNC INVESTMENTS (WILLOW GROVE PA)
PA
02/24/2011 - 10/01/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
06/01/2009 - 02/11/2011
MORGAN STANLEY SMITH BARNEY (PHILADELPHIA PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PHILADELPHIA PA)
PA
03/24/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PHILADELPHIA PA)
PA
10/20/2003 - 04/19/2006
JANNEY MONTGOMERY SCOTT LLC (ST. DAVIDS PA)
PA
09/18/1996 - 10/18/2001
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
IA
Issued 10/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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