Andrew James Beltz

Current Employers

Employment History

• 10/2014 → 11/2021
  First Trust Portfolios L.P.
  Wheaton, IL
• 10/2014 → 11/2021
  First Trust Advisors L.P.
  Wheaton, IL
• 11/2021 → 06/2022
  Janney Montgomery Scott Llc
  West Chester, PA
• 06/2022 → Present
  Kestra Investment Services, Llc
  West Chester, PA
• 06/2022 → Present
  Kestra Advisory Services, Llc
  West Chester, PA

Previous Registrations

• 2021-11-01 → 2022-06-27
  Janney Montgomery Scott Llc
  West Chester, PA
• 2014-10-01 → 2021-06-24
  First Trust Advisors Lp
  Wheaton, IL
  Wheaton, IL
  Wheaton, IL
  Chicago, IL
  Charlotte, NC
  Charlotte, NC
• 2012-12-05 → 2014-10-04
  Morgan Stanley
  Greenville, DE
  Newtown Square, PA
  Greenville, DE

Other Businesses

Business Name: KESTRA ADVISORY SERVICES LLC POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/21/2022 ADDRESS: 5707 Southwest Pkwy, Building 2 Suite 400, Austin TX 78735, United States DESCRIPTION: Advisory Services Business Name: JAMES WALTER WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/22/2022 ADDRESS: 882 S Matlack St, Unit 109, West Chester PA 19382, United States DESCRIPTION: Financial Advising Business Name: JAMES WALTER WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/22/2022 ADDRESS: 882 S Matlack St, Unit 109, West Chester PA 19382, United States DESCRIPTION: Financial Advising

Exams

• S66 Uniform Combined State Law Examination
  2012-12-04

Other Names

• Andrew J Beltz