Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew James Lunney is an investment advisor representative at Morgan Stanley with over 15 years of experience in the industry. Andrew has a strong track record of success in providing investment advice to individuals, families, and businesses. Andrew is committed to providing personalized service and helping clients achieve their financial goals. Andrew holds the Series 7, Series 66, and Series 24 licenses, as well as the SIE and Series 3 exams. Andrew has specialized expertise in various investment areas, including asset allocation advice, financial planning, portfolio management for individuals and businesses, and pension consulting. Andrew is based in San Francisco and serves clients in California and New Jersey.
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
CA
02/24/2010 - Present
Morgan Stanley (San Francisco CA)
NY
08/14/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
BOTH
Issued 12/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/14/2022
Series 3 - National Commodity Futures Examination
BC
Issued 12/13/2021
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrew Lunney is the right advisor for you? Invested Better is here to help.
