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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 Laney is a financial advisor with Morgan Stanley in Alpharetta, GA. Andrew has been in the financial services industry since 2017 and has a broad range of experience in providing investment advice to individuals, families, and businesses. Andrew has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Andrew is a registered representative of Morgan Stanley and holds the Series 7, Series 63, and Series 24 licenses. Andrew is also a registered investment advisor and has a deep understanding of the investment advisory industry. Andrew offers a variety of financial services, including investment management, financial planning, and retirement planning.
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
01/09/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
03/02/2017 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 03/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
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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