Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Yoshua Weiser has been in the securities industry since November 20, 1984. Andre is currently registered with Morgan Stanley and has been with the firm since June 2009. Previously, Andre was associated with CITIGROUP GLOBAL MARKETS INC. from July 1993 to June 2009 and LEHMAN BROTHERS INC. from November 21, 1984 to July 1993. Andre is currently registered as a Registered Representative in CT, NY, and TX. Andre has passed the Series 63, Series 65, Series 7, and SIE exams. Andre provides investment advice to individuals, businesses, investment companies, insurance companies, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
04/08/2020 - Present
Morgan Stanley (Stamford CT)
CT
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
NY
11/21/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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