Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Craig Andrzejewski is a financial advisor with over 10 years of experience in the financial services industry. Charles is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where Charles has worked since September of 2021. Prior to joining Merrill Lynch, Charles was previously with Foreside Fund Services, LLC, Burnham Securities Inc. and Laidlaw & Company (UK) LTD. Charles holds the Series 63, Series 66 and Series 7 licenses.
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
CT
10/22/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENWICH CT)
NY
03/16/2016 - 09/30/2021
FORESIDE FUND SERVICES, LLC (New York NY)
NY
02/12/2015 - 03/17/2016
BURNHAM SECURITIES INC. (NEW YORK NY)
CT
09/07/2009 - 01/25/2012
LAIDLAW & COMPANY (UK) LTD. (STAMFORD CT)
BOTH
Issued 03/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2015
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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