Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew David Wise is a financial advisor who has been in the industry since 1999. Andrew is registered with Morgan Stanley and has been with the firm since 2009. Previously, Andrew worked at Citigroup Global Markets Inc. Andrew has a broad range of experience in the financial industry, having held positions at several firms. Andrew is a licensed securities representative and investment advisor representative. Andrew holds a Series 6, 7, 31, and 63 licenses.
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
GA
03/19/2020 - Present
Morgan Stanley (Atlanta GA)
GA
02/18/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
11/24/2000 - 02/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/20/2000 - 07/14/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
GA
06/30/1999 - 03/15/2000
INVESCO SERVICES, INC. (ATLANTA GA)
IA
Issued 04/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1999
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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