Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Greep is a financial advisor registered with Kovack Advisors, Inc. Andrew has been a financial advisor since 2000 and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Andrew has worked for several leading financial firms including Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Andrew is a Registered Investment Advisor in Florida and Texas and holds the Series 7, Series 31, and Series 63 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.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
04/19/2023 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
06/01/2009 - 10/27/2010
MORGAN STANLEY SMITH BARNEY (FT. LAUDERDALE FL)
FL
05/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. LAUDERDALE FL)
FL
09/10/2004 - 05/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
NY
10/17/2000 - 09/23/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/26/1997 - 10/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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