Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Phelan is an active investment advisor representative with Morgan Stanley, where Andrew has been employed since April 2023. Andrew is registered with FINRA, and is licensed in California and Texas. Andrew has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Andrew’s previous employment includes First Republic Investment Management, Inc. and First Republic Securities Company, LLC. Andrew is also a graduate of Santa Clara University.
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
CA
11/29/2024 - Present
Morgan Stanley (San Francisco CA)
BC
Issued 08/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrew Phelan is the right advisor for you? Invested Better is here to help.
