Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Wilson Heitner is a registered investment advisor representative at Snowden Capital Advisors LLC and has been in the industry since April 1995. Andrew has a diverse background in the financial services industry, with previous experience at Fieldpoint Private Securities, LLC, Neuberger Berman LLC, and J.P. Morgan Securities Inc. Andrew holds Series 7, 55, 57TO, and 66 licenses, as well as SIE certification. Andrew is registered with the Securities and Exchange Commission (SEC) and with the states of Arizona, California, Colorado, Delaware, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, Texas, Virginia, and Washington. Andrew's expertise lies in portfolio management, financial planning, and pension consulting for both individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/10/2022 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
MI
12/04/2013 - 04/20/2022
FIELDPOINT PRIVATE SECURITIES, LLC (Charlevoix MI)
NY
06/02/2004 - 12/03/2013
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
05/01/2001 - 09/11/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/29/1994 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NA
06/24/1994 - 10/26/1994
THE HEITNER CORPORATION
BOTH
Issued 06/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1994
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 10/23/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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