Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew J Lawlor is a financial advisor with Morgan Stanley, and is registered with both FINRA and the SEC. Andrew has 12 years of experience in the financial services industry and is licensed to provide investment advice in 24 states. Andrew specializes in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Andrew has a strong track record of success in helping clients achieve 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
NY
06/16/2021 - Present
Morgan Stanley (Hauppauge NY)
NY
02/19/2015 - 02/23/2021
J.P. MORGAN SECURITIES LLC (HUNTINGTON STATION NY)
NY
10/01/2012 - 08/07/2014
J.P. MORGAN SECURITIES LLC (SHIRLEY NY)
NY
10/24/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PATCHOGUE NY)
NY
12/07/2010 - 08/24/2011
MORGAN STANLEY SMITH BARNEY (ALBANY NY)
NY
11/24/2009 - 02/22/2010
OBSIDIAN FINANCIAL GROUP, LLC (WOODBURY NY)
BC
Issued 12/23/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/23/2009
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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