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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Vlad is a financial advisor with Morgan Stanley, a firm that manages assets exceeding $1 trillion. Andrea has extensive experience in the financial industry, beginning her career in 2012. Andrea Vlad holds numerous licenses and certifications, including Series 7, 63, 6, 50, 52, and 66, and is registered to provide investment advice in multiple states. Andrea Vlad specializes in offering asset allocation advice, financial planning, and portfolio management for individuals and businesses.
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
CO
07/14/2022 - Present
Morgan Stanley (Denver CO)
CO
05/26/2020 - 06/01/2022
RBC CAPITAL MARKETS, LLC (BOULDER CO)
CO
01/02/2018 - 03/02/2020
PFM FUND DISTRIBUTORS, INC. (DENVER CO)
CO
11/04/2014 - 09/21/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 07/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/04/2014
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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