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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 Karas is a financial advisor at Morgan Stanley. Andrew has been in the financial services industry since September 2012, and is licensed to provide investment advice in 38 states. Andrew holds the Series 7, Series 66, and SIE licenses and has a bachelor's degree in business administration from New York University. Andrew specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, families, and businesses. Andrew is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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
NY
05/05/2020 - Present
Morgan Stanley (New York NY)
BOTH
Issued 10/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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