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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 Zager is an investment advisor representative with UBS Financial Services Inc. based in Atlanta, GA. Andrew has been in the industry since June 2, 1997 and has a broad range of experience in financial services, including investment advisory, portfolio management, and financial planning. Andrew is registered with FINRA and holds Series 7, 31, and 63 licenses. He also holds the Series 65 license. Andrew is currently registered in Georgia, Florida, and Texas. Andrew specializes in providing financial advice to individuals, families, and businesses.
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.
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.
See schedule d - miscellaneous
1
2
GA
11/28/2008 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
04/02/2007 - 12/01/2008
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
06/03/1997 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
IA
Issued 07/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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