Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Leveen is a financial professional with over 20 years of experience in the securities industry. Andrew has held various positions at several prominent financial institutions, including Janney Montgomery Scott LLC, Weeden & Co. L.P., and Citigroup Global Markets Inc. Andrew is currently registered with Jonestrading, a firm with a strong reputation in the industry. Andrew holds a Series 7, Series 55, Series 63, and Series 57TO licenses, demonstrating his expertise in various aspects of the financial services industry.
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.
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.
1
2
SC
12/18/2017 - Present
Jonestrading (Daniel Island SC)
NY
02/25/2013 - 12/22/2017
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
CT
03/19/2008 - 02/07/2013
WEEDEN & CO.L.P. (GREENWICH CT)
NY
03/03/2003 - 03/20/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 05/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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