Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrella? Claim Your ProfileAndrella Thomas is a financial advisor at Morgan Stanley. She has been in the financial industry since 2012. Andrella Thomas is licensed in 48 states and the District of Columbia. Andrella Thomas provides financial planning services, portfolio management for individuals, businesses and investment companies, as well as pension consulting and asset allocation advice. Andrella Thomas previously worked at HSBC Securities (USA) INC. Andrella Thomas holds the Series 6, 7, 63 and 65 licenses.
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
NJ
08/13/2020 - Present
Morgan Stanley (Lawrenceville NJ)
NY
11/25/2010 - 11/24/2017
HSBC SECURITIES (USA) INC. (NEW YORK NY)
IA
Issued 10/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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