Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew B. Cunningham is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Reno, Nevada. Andrew has been in the industry since 2008, previously working with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Andrew holds Series 7, 31, and 66 securities licenses and is registered as an investment advisor representative in California, Nevada, and Texas. Andrew specializes in working with high-net-worth individuals, businesses, corporations, and pension and profit-sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NV
02/11/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RENO NV)
NV
06/01/2009 - 02/25/2010
MORGAN STANLEY SMITH BARNEY (RENO NV)
NV
12/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RENO NV)
BOTH
Issued 01/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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