Unclaimed
Andrew David Fink is a financial advisor registered with Morgan Stanley in Lutherville, Maryland. Andrew has been in the industry since January 2008 and has experience working at firms such as Citigroup Global Markets Inc. and MetLife Securities Inc. Andrew specializes in providing financial advice and investment management services to individuals, families, and businesses. Andrew holds Series 6, 7, 31, and 66 securities licenses as well as a SIE designation, indicating a strong foundation in financial knowledge. Andrew is committed to providing personalized financial advice and investment strategies to help clients reach their financial goals.
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
MD
06/01/2009 - Present
Morgan Stanley (Lutherville MD)
MD
12/19/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
MD
01/25/2008 - 12/17/2008
METLIFE SECURITIES INC. (BALTIMORE MD)
BOTH
Issued 02/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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