Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew W. Stevenson is a financial advisor registered with J.p. Morgan Securities LLC. Andrew has been in the industry since May 4, 1998, and has experience in the financial services industry. Andrew is licensed to offer securities in several states, including Illinois and Texas, and has a broad range of experience in the financial services industry. Andrew has held past positions with Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, FIRST UNION SECURITIES, INC., PAINEWEBBER INCORPORATED and OLDE DISCOUNT CORPORATION. Andrew is currently registered with FINRA as a registered representative. Andrew has passed the Series 63, Series 65, Series 7, Series 52, and the Securities Industry Essentials Exam. Andrew holds active licenses to offer investment advisory services in Illinois and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
12/21/2015 - Present
J.p. Morgan Securities LLC (PARK RIDGE IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NILES IL)
IL
04/05/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
09/18/2000 - 11/27/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NJ
10/30/1998 - 05/10/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
08/20/1997 - 11/12/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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