Unclaimed
Andrew Merlo is a financial professional registered with Morgan Stanley & Co. LLC. Andrew has been in the financial industry since July 7, 2023. Andrew is licensed to sell securities in Maryland. Andrew holds the Series 99TO and SIE licenses.
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.
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MD
07/07/2023 - Present
Morgan Stanley & Co. LLC (Baltimore MD)
BC
Issued 07/07/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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