Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Michael Morgasen is a financial advisor with Next Financial Group, Inc., in Melville, NY. Andrew Michael Morgasen has been in the financial services industry since 2010. Andrew Michael Morgasen is also registered with Charles Schwab & Co., Inc., Ameriprise Financial Services, Inc., and Wells Fargo Advisors, LLC.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
NY
07/19/2024 - Present
Next Financial Group, Inc. (MELVILLE NY)
NY
06/16/2019 - 08/02/2024
CHARLES SCHWAB & CO., INC. (Huntington Station NY)
NY
05/31/2012 - 05/31/2019
AMERIPRISE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NY
08/31/2010 - 04/13/2011
WELLS FARGO ADVISORS, LLC (WOODBURY NY)
NY
05/04/2010 - 06/15/2010
NATIONAL SECURITIES CORPORATION (HUNTINGTON NY)
BOTH
Issued 06/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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