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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 Freedenberg is a financial advisor registered with Morgan Stanley and has been in the industry since 2013. Andrew is a Certified Financial Planner® and a Chartered Financial Analyst® professional and has a strong track record of success. He is committed to providing his clients with personalized financial advice and guidance, working to help them achieve their financial goals. Andrew is also registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, RYDEX DISTRIBUTORS, LLC and EASTBROOK CAPITAL GROUP LLC. Andrew has passed the Securities Industry Essentials Examination, the General Securities Representative Examination, and the Uniform Combined State Law Examination. Andrew's area of focus includes financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.
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
09/02/2022 - Present
Morgan Stanley (Rockville MD)
DC
11/19/2014 - 09/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MD
11/18/2009 - 12/10/2010
RYDEX DISTRIBUTORS, LLC (ROCKVILLE MD)
NY
07/31/2008 - 08/09/2008
EASTBROOK CAPITAL GROUP LLC (NEW YORK NY)
BOTH
Issued 12/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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