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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 John Morrison is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew has been in the industry for over 20 years and holds a Series 66 license. He is registered in several states including Pennsylvania, Texas, and New York. Andrew has also worked for other firms including CITIGROUP GLOBAL MARKETS INC. and PNC CAPITAL MARKETS, INC. Andrew is a Director of the The Woodlands Foundation, a non-profit organization. He has a broad range of experience and specializations, including portfolio management for individuals and businesses, and provides a variety of services including performance measurement reports, allocation modeling, and IPS.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
12/07/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSBURGH PA)
PA
04/29/2005 - 06/16/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
NY
04/08/2002 - 05/02/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
06/16/2001 - 04/17/2002
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
KY
10/27/2000 - 06/16/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 12/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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