Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andy? Claim Your ProfileAndy Schwartz is a financial advisor with over 35 years of experience in the industry. Andy is registered with Bleakley Financial Group, LLC and is licensed to offer investment advice in Colorado, Connecticut, Florida, Georgia, Massachusetts, Michigan, New Jersey, New York, Pennsylvania, Texas and Virginia. Andy has passed the Series 63, Series 66, Series 7, and SIE exams. Andy is a Certified Financial Planner. Andy has experience working with high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Andy is committed to providing personalized financial advice to meet the unique needs of each client.
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.
Non-investment consulting/implementation services
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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NJ
06/29/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
02/25/2015 - 05/02/2024
LPL FINANCIAL LLC (FAIRFIELD NJ)
NJ
09/16/1985 - 02/27/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
WI
07/23/1985 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 08/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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