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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 Campbell Rayner is an investment advisor representative at Morgan Stanley, based in Los Angeles, CA. Andrew has been in the industry since 2012 and holds several licenses, including Series 3, 7, 9, 10, 66, and SIE. Prior to joining Morgan Stanley, Andrew was with UBS Financial Services Inc. Andrew specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, high-net-worth individuals, corporations, investment companies, pension and profit-sharing plans, and charitable organizations. In addition to his work as an investment advisor, Andrew is also a triathlon coach.
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
03/03/2020 - Present
Morgan Stanley (Los Angeles CA)
CA
02/18/2005 - 12/31/2008
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
BOTH
Issued 04/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2008
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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