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AM

Andrew J. Mcclure

WEITZ SECURITIES
OMAHA, NE 68131
Some features on this profile are disabled
CRD#: 7469542
AM

Professional summary


Andrew John Mcclure is a registered financial professional currently at WEITZ SECURITIES, INC. located in Omaha, Nebraska.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 2022. Andrew has worked at 2 firms and has passed the Series 63, Series 87, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Andrew John Mcclure's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 26, 2023 - Present

WEITZ SECURITIES, INC.

Office #1: Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131
BD
CRD#: 17673
OMAHA, NE
Past

February 16, 2022 - September 28, 2022

CRAIG-HALLUM CAPITAL GROUP LLC

BD
CRD#: 121395
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Nebraska
(1/26/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 3/23/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/16/2022
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


WS
WEITZ SECURITIES, INC.
WEITZ SECURITIES, INC.

CRD#: 17673 / SEC#: , 8-35603

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131
Mailing Address
Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131
Phone number
(402) 391-1980
Established
Nebraska since 01/03/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
WEITZ, WALLACE ROGERPRESIDENT; DIRECTOR462632
BENNETT, SHAR MARIEVICE PRESIDENT, TREASURER4224171
BOYNE, JAMES JOSEPHVICE PRESIDENT, ASSISTANT TREASURER2370445
DETISCH, JOHN ROBERTVICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER5895775
DORSEY, LORI ANNVICE PRESIDENT2077073
WEITZ, ANDREW STEVENSENIOR VICE PRESIDENT; DIRECTOR3070689

Disclosures


Regulatory Event1

Red Flags


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Company Information


WEITZ SECURITIES, INC.

CRD#: 17673Omaha, NE 68131

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