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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 McKay is an active registered representative with Morgan Stanley, with over 17 years of experience in the financial services industry. Andrew has a strong track record of providing comprehensive financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Andrew is committed to understanding each client's unique financial goals and developing personalized strategies to help them achieve their objectives. Andrew holds Series 7, 66, and SIE licenses and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Prior to joining Morgan Stanley, Andrew worked at UBS Financial Services Inc. where he provided financial advice for over four years. Andrew is a resident of Raleigh, North Carolina and is licensed to provide investment advisory services in 47 states.
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
NC
01/04/2012 - Present
Morgan Stanley (Raleigh NC)
NC
04/21/2006 - 10/08/2010
UBS FINANCIAL SERVICES INC. (RALEIGH NC)
BOTH
Issued 05/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2006
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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