About Me
A Specialist Who Is Enthusiastic About What He Should Do, And Willing To Make A Difference By Going The Extra Mile.
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He assists individuals in selecting and managing private equity investments, providing market trend analysis, and outlining the benefits and drawbacks of these investment programs.
Andrew has been registered with the Financial Industry Regulatory Authority (FINRA) for over 14 years and is licensed (CRD#: 4985059).
Foreign exchange, stock trading, other CFDs, and non-farm payroll are his areas of expertise. His technique begins with having a thorough conversation with customers to understand their financial situation and then assisting them in investing in a way compatible with their risk perception and tolerance.
Satisfied clients have described Thomas as a good listener who asks critical questions to analyze the needs of the investor and then uses his vast financial expertise to assist them in achieving their objectives. It is no wonder he is built such a name for himself in the market, as he has kept this in mind throughout his long, purposeful trading and investment management career.
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HAPPY CUSTOMERS
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INVESTMENT PORTFOLIO
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AWARDS WON
SOME INTERESTING FACTS ABOUT ME
A Specialist Who Is Enthusiastic About What He Should Do, And Willing To Make A Difference By Going The A Specialist Who Is Enthusiastic About What He Should Do, And Willing To Make A Difference By Going The Extra Mile.Mile.
Currency Pair Analytics
To Assess Buying Or Selling Decisions On Currency Pairs, He Does Forex Research.
+ DetailsCurrency Pair Analytics
To Assess Buying Or Selling Decisions On Currency Pairs, He Does Forex Research. Using Services Such As Charting Software Can Be Technological In Nature. Using Economic Metrics And/Or News-Based Incidents To Decide.
Financial Planner
A Professional With A Background In Financial Planning.
+ DetailsFinancial Planner
A Professional With A Background In Financial Planning Who Can Help You Build An Successful Strategy By Reviewing Your Assets, Which Can Include Investment, Savings And Retirement Plans, To Meet Your Financial Objectives.
Risk Analysis
A Specialist Who Is Enthusiastic About What He Should Do, And Willing To Make A Difference By Going The Extra Mile.
+ DetailsRisk Analysis
A Specialist Who Is Enthusiastic About What He Should Do, And Willing To Make A Difference By Going The Extra Mile. In An Uncertain And Constantly Evolving Market World Where Risks Need To Be Measured And Prepared For, Andrew Marcsoren Is Considered The Best
Portfolio Management
Andrew Marcsoren Will Build And Manage Investment Portfolios For Mid-Size And Big Businesses Including Shares, Securities And Funds.
+ DetailsPortfolio Management
Andrew Marcsoren Will Build And Manage Investment Portfolios For Mid-Size And Big Businesses Including Shares, Securities And Funds. This Method Of Portfolio Management Involves Advising Clients On Which Assets To Choose To Optimize Returns, As Well As Overseeing The Portfolio Output Of The Firm.
Work Experience
Over the past few years I have worked with various firms playing vital role in them and acquiring necessary experience also
BOFA SECURITIES, INC. (CRD# 283942)
2019–Present (5 years)Provides investment advice and performs securities analysis by directly administering and managing client assets.
BNP PARIBAS SECURITIES CORP. (CRD#:15794)
2019–Present (5 years)Trades commodities (stocks, gold, silver, crude oil, and other precious metals), currencies (mining and trading), and US non-farm payroll to maximize ROI’s by distributing invested funds among these diverse assets.
ULTIMATE RETIREMENT PRODUCTS, INC. (CRD # 146227)
2020-Present (4 years)Assembles, evaluates, and disseminates data for the creation of market reports and strategic recommendations on particular securities for investors, as well as for the delivery of trade signals that assist connected accounts in making profits by automatically placing trades based on the signals received.
Professional Skills
Andrew Marc Soren possesses a diverse marketing background covering traditional, consumer, business-to-business, and digital marketing across multiple industries such as entertainment, manufacturing, consumer finance, wealth management, and fintech. Additionally, he is a licensed financial market investment analyst actively practicing within regulatory guidelines.
Foreign Exchange
95%
Risk Management
85%
Financial Analysis
85%
Investment Advisor
90%
Certification
They say leader is a reader and my certifications speaks volumes about how vast I am in my field
Series 63 - Uniform Securities Agent State Law Examination
Sep 2, 1999#
SIE - Securities Industry Essentials Examination
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Series 65 - Uniform Investment Adviser Law Examination
Aug 29, 2008NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. We enable client success through the expertise of our professionals across the globe, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. Learn more about who we are and key elements of our organization.
More About Me
In A Number Of Sectors, Including Entertainment, Manufacturing, Consumer Finance, Wealth Management And Fintech, Andrew Marcsoren Has A Central Marketing History Consisting Of Conventional, Consumer, Business-To - Business, And Digital Marketing Encounters.