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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 Fox is a financial advisor registered in New York and Texas with Morgan Stanley. Andrea has been active in the financial industry since March 2005 and has experience with UBS Financial Services Inc. and Oppenheimer & Co. Inc.. Andrea has a broad range of experience, specializing in 7 areas, and has passed the Series 66, Series 63, Series 7, Series 55 and SIE exams. Andrea offers financial planning, pension consulting and asset allocation advice to individuals, businesses, investment companies and charitable organizations.
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
NY
05/01/2023 - Present
Morgan Stanley (Garden City NY)
NY
09/29/2022 - 04/10/2023
UBS FINANCIAL SERVICES INC. (GARDEN CITY NY)
NY
03/05/2015 - 09/29/2022
MORGAN STANLEY (Garden City NY)
NY
01/14/2014 - 02/18/2015
OPPENHEIMER & CO. INC. (JERICHO NY)
NJ
11/10/1994 - 07/18/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/26/2002 - 09/05/2002
UBS WARBURG LLC (NEW YORK NY)
NY
07/25/1994 - 10/04/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 05/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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