Unclaimed
Andrew Chusid is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew has been in the industry since January 2017 and has a Series 7 and Series 66 license. Andrew has extensive experience in the financial services industry and is dedicated to providing personalized advice and guidance to his clients. Andrew has a strong commitment to community involvement and serves on the fundraising committee for Prairie State Legal Services and is a troop leader for the Girl Scouts of Greater Chicago and Northwest Indiana. Andrew is passionate about helping his clients achieve their financial goals and believes in building long-lasting relationships.
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
IL
05/21/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HIGHLAND PARK IL)
BOTH
Issued 02/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
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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