Andrew Pursel (CRD# 7062170) is an Investment Advisor Representative working at Matune Basile Advisors in Hermitage, PA and has over 4 years of experience in the finance industry. Andrew Pursel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| 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
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Total Assets Under Management259MILLIONS
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Total Number of Accounts789ACCOUNTS
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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
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