Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cucuzza is a financial advisor with Morgan Stanley, a firm that has approximately $10 billion - $50 billion in assets under management and over 26,100 registered representatives. Andrew has over 15 years of experience in the financial industry and has been with Morgan Stanley since 2010. Andrew holds Series 6, 7, 24, and 63 licenses and is registered with the state of Georgia. Andrew specializes in helping individuals and families with a variety of financial planning needs, including retirement planning, investment management, and college savings.
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
GA
11/12/2010 - Present
Morgan Stanley (Atlanta GA)
GA
12/17/2004 - 10/25/2010
WELLS FARGO ADVISORS, LLC (MONROE GA)
BC
Issued 12/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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