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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Barrett Price is an investment advisor representative with Morgan Stanley, working from their office in Los Angeles, California. Andrew has been in the industry since 1983, previously holding positions at Citigroup Global Markets Inc. Fahnestock & Co. Inc., CIBC World Markets Corp., Bear, Stearns & Co. Inc., PaineWebber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is licensed to provide investment advice in 27 states, including California, Texas, and New York. Andrew offers financial planning, portfolio management for individuals, businesses, and investment companies, as well as educational seminars and selection of other advisors.
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
CA
04/23/2020 - Present
Morgan Stanley (Los Angeles CA)
CA
04/07/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
01/03/2003 - 04/09/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
02/21/1990 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
07/07/1986 - 02/23/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
07/19/1983 - 07/14/1986
PAINEWEBBER INCORPORATED
NA
05/26/1983 - 08/17/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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