Andrew Pursel (CRD# 7062170) is an Investment Advisor Representative working at Matune Basile Advisors in Hermitage, PA and has over 5 years of experience in the finance industry. Andrew Pursel has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Matune Basile Advisors | Hermitage, PA | Feb 2021 - Current | 3 |
Dinuzzo Index Advisors, Inc. | Beaver, PA | Jan 2019 - Jan 2021 | 2 |
Robert Morris University | Moon Twp, PA | Aug 2015 - Dec 2018 | 3 |
Dinuzzo Index Advisors, Inc. | Beaver, PA | May 2018 - Aug 2018 | < 1 |
Ipeg, Inc. | Cranberry Twp, PA | Sep 2017 - Apr 2018 | < 1 |
Matune Basile Advisors | Hermitage, PA | May 2017 - Aug 2017 | < 1 |
Avalon Gold And Country Club | Warren, OH | Jun 2013 - Aug 2017 | 4 |
Arc Of Mercer County | Hermitage, PA | Jun 2015 - Aug 2016 | 1 |
Hickory High School | Hermitage, PA | Jan 2009 - Jun 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- PA
-
Total Assets Under Management259MILLIONS
-
Total Number of Accounts789ACCOUNTS
-
Average Account Value$327,872
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NC, OH, PA, SC, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.