Unclaimed
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.
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.
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.
1
2
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)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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