Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Stover is a registered investment advisor with McDonald Partners LLC. Andrew has been in the industry since November 25, 1986. Andrew has been registered with the state of Ohio since March 23, 2010, and with McDonald Partners LLC since February 19, 2020. Andrew's previous employers include Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc. and E. F. Hutton & Company Inc. Andrew has Series 7, 31, 63, 79TO and SIE licenses. Andrew specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Andrew also offers financial planning and selection of other advisors.
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.
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.
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.
1
2
OH
02/19/2020 - Present
McDonald Partners LLC (CLEVELAND OH)
OH
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (CLEVELAND OH)
OH
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/26/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 01/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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