Unclaimed
Andrew Modelski is a financial advisor who has been in the industry since August 17, 2011. Andrew is currently registered with Morgan Stanley & Co. LLC. Previously, Andrew was registered with CREDIT SUISSE SECURITIES (USA) LLC. Andrew has passed the Securities Industry Essentials Examination and the Investment Banking Registered Representative Examination.
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.
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.
1
2
CA
11/06/2023 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
CA
08/17/2011 - 11/17/2023
CREDIT SUISSE SECURITIES (USA) LLC (San Francisco CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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