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Andrew Guirguis, AWMA®, CRPC®

Andrew Guirguis, AWMA®, CRPC®

Sales Team leader

Followers of Andrew Guirguis, AWMA®, CRPC®279 followers
location of Andrew Guirguis, AWMA®, CRPC®Frisco, Texas, United States

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  • Timeline

  • About me

    AVP, Financial Solutions Advisor

  • Education

    • FINRA

      -
      SIE

    • NMLS

      -
      1921199

    • Series 7, 66

      -

    • Ain Shams University

      2002 - 2006
      Bachelor's degree Accounting

  • Experience

    • Barclays

      Jun 2006 - Feb 2008
      Sales Team leader

    • CIB

      Feb 2008 - Apr 2015
      Sales Manager

    • Bank of America

      Apr 2015 - Dec 2019
      Relationship Manager and Lending Officer

    • Bank of America Merrill Lynch

      Jan 2020 - now
      Assistant Vice President, Financial Solutions Advisor II

  • Licenses & Certifications

    • Successful Negotiation: Essential Strategies and Skills

      University of Michigan

    • Accredited Wealth Management Advisor™ or AWMA™ Professional Designation

      College for Financial Planning
      Apr 2024
      View certificate certificate

    • Series 66

      FINRA
      Mar 2020

    • Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation

      College for Financial Planning
      Oct 2022
      View certificate certificate

    • Series 7

      FINRA
      Feb 2020

  • Honors & Awards

    • Awarded to Andrew Guirguis, AWMA®, CRPC®
      Pinnacle Club membership Bank of America
    • Awarded to Andrew Guirguis, AWMA®, CRPC®
      Top Performer years of 2016, 2017, 2018 Bank of America