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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 Wagnaar is an investment advisor representative for Morgan Stanley. Andrew Wagnaar has over 20 years of experience in the industry and holds both Series 7 and Series 63 licenses as well as a Series 24 license. In the past, Andrew Wagnaar has worked at several firms, including Charles Schwab & Co., Inc., TD Ameritrade Clearing, Inc., and TD Ameritrade, Inc. Andrew Wagnaar is registered with the state of Missouri and has a current registration with FINRA as well. Andrew Wagnaar's expertise lies in asset allocation advice, financial planning, pension consulting, and educational seminars.
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
MO
10/04/2022 - Present
Morgan Stanley (Union MO)
TX
04/27/2021 - 09/20/2022
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
01/06/2018 - 09/15/2022
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
01/06/2018 - 09/15/2022
TD AMERITRADE, INC. (OMAHA NE)
MO
08/26/2009 - 04/07/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
01/02/2004 - 08/24/2009
PRIMEVEST FINANCIAL SERVICES, INC. (SULLIVAN MO)
MO
10/15/1998 - 07/03/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1998
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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