Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew O'Daniel is a financial advisor with over 28 years of experience in the industry. Andrew currently works for Morgan Stanley. Andrew is registered with the state of Nebraska as an investment advisor representative. Andrew is also registered with the state of Texas as an investment advisor representative and a broker. Andrew is a Series 65 and Series 63 holder. In addition, Andrew has the Series 3, 7, and 31. Andrew is registered in 28 states. Andrew has experience with providing financial advice to individuals, investment companies, businesses, insurance companies, pension and profit-sharing plans, charitable organizations, and investment clubs.
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
TX
03/30/2021 - Present
Morgan Stanley (Dallas TX)
NE
08/09/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OMAHA NE)
IA
Issued 08/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/1994
Series 3 - National Commodity Futures Examination
BC
Issued 08/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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