Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Levy is a registered representative with Oppenheimer & Co. Inc., with offices in Scottsdale, Arizona and Phoenix, Arizona. Andrew has been in the securities industry since July 1983 and is currently registered as an investment adviser representative in Arizona. Prior to joining Oppenheimer & Co. Inc. in 2005, Andrew worked at Morgan Stanley DW INC. in Purchase, New York. Andrew holds Series 63, 65, 7 and SIE licenses. Andrew specializes in providing financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AZ
10/20/2005 - Present
Oppenheimer & Co. Inc. (SCOTTSDALE AZ)
NY
07/21/1983 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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