Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly McAndrew is a registered representative of Stifel, Nicolaus & Company, Inc. with a focus on providing financial planning, pension consulting, and portfolio management for individuals and businesses. Molly has a background in the financial services industry, having previously worked at UBS Financial Services Inc. Molly is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 66 and SIE 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
11/28/2023 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
03/15/2023 - 11/27/2023
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 05/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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