Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Messner is a financial advisor with MFS Institutional Advisors Inc. Andrew has been in the industry since August 27, 2014. Andrew is registered with the state of Massachusetts as an Investment Advisor Representative and holds Series 6, 7, 63, 65, and SIE licenses. Prior to joining MFS Institutional Advisors Inc., Andrew worked at PURSHE KAPLAN STERLING INVESTMENTS and VOYA FINANCIAL ADVISORS, INC.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
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.
Transfer pricing arrangements with affiliates
1
2
MA
08/14/2015 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
MA
10/30/2014 - 07/13/2015
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
07/26/2014 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)
BC
Issued 10/10/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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