Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Kaminsky is a financial advisor with UBS Financial Services Inc. Andrew has been working in the financial industry since October 7, 2017. Andrew is registered with the state of Texas and has been working with clients in Houston, TX for many years. Andrew is also registered with the FINRA, and the SEC. Prior to working with UBS Financial Services Inc., Andrew worked with Morgan Stanley for several years. Andrew's experience includes working with a variety of clients including individuals, families, businesses, and retirement plans. Andrew specializes in portfolio management, financial planning, and educational seminars.
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.
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.
See schedule d - miscellaneous
1
2
TX
05/22/2024 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
03/30/2018 - 05/30/2024
MORGAN STANLEY (Houston TX)
TX
01/31/2000 - 07/21/2000
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrew Kaminsky is the right advisor for you? Invested Better is here to help.
