Unclaimed
Andrew Haber is a financial advisor with over 24 years of experience in the financial services industry. He is currently registered with Moelis & Co. LLC, a leading independent investment bank, and has previously held positions at BEAR, STEARNS & CO. INC.. Andrew is licensed to provide investment advice in the state of New York. He holds Series 7, 63, 79TO, 99TO, and SIE licenses. His extensive experience and qualifications make him well-equipped to provide clients with a wide range of investment services.
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.
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.
1
2
NY
08/07/2008 - Present
Moelis & Co. LLC (NEW YORK NY)
NY
08/11/1998 - 06/12/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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