Unclaimed
Andrey Niantchev is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 2005. Andrey has licenses in Florida, Texas and is registered with FINRA. He has a wide range of licenses, including Series 7, 9, 10, 63 and SIE. Andrey also holds several certifications, including the SIE and Series 63. He specializes in providing investment advice to individuals and businesses. Andrey has a strong track record of success in the financial industry and is committed to providing his clients with the highest level of service.
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
FL
07/27/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
FL
11/01/2013 - 05/15/2015
LPL FINANCIAL LLC (TAMPA FL)
FL
10/21/2013 - 11/13/2013
FLORIDA INVESTMENT ADVISORS (TAMPA FL)
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
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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