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Andrea Verkic

Morgan Stanley & Co. LLC

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About Andrea Verkic

Andrea Verkic is a financial professional with over 10 years of experience in the financial services industry. Andrea is currently registered with Morgan Stanley & Co. LLC and Wealthpenn.comllc. Andrea has a Series 99 and SIE license and has worked in the South Jordan, UT area since 2013. Andrea's previous experience includes a role at E*TRADE SECURITIES LLC.

Firm Information

Andrea Verkic is currently registered with Morgan Stanley & Co. LLC. Morgan Stanley & Co. LLC is a Limited Liability Company formed on December 3, 1969. It is registered in 53 states and has one approved SEC registration. The firm has been involved in 471 Regulatory Events, 5 Civil Events, and 54 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

462

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Andrea Verkic’s Registration & Firm History

UT

07/24/2014 - Present

Morgan Stanley & Co. LLC (South Jordan UT)

UT

07/13/2022 - 02/13/2024

E*TRADE SECURITIES LLC (South Jordan UT)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2013

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Verkic.
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