Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Morse is a financial advisor with over 30 years of experience in the industry. Andrew has worked at several prominent financial institutions, including Salomon Smith Barney, Lehman Brothers, and UBS Financial Services. Andrew is currently a registered representative of Hightower Advisors, LLC. Andrew's areas of expertise include portfolio management for both businesses and individuals, financial planning, and pension consulting. Andrew holds Series 7, Series 63, Series 65, and Series 24 licenses. Andrew is a member of Hightower Advisors, LLC, which is a registered investment advisor with the Securities and Exchange Commission (SEC). Hightower Advisors, LLC offers a wide range of advisory services, including portfolio management, financial planning, and pension consulting. Hightower Advisors, LLC has over 178,000 client accounts and manages approximately $130 billion in assets.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
03/18/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
NJ
10/12/2001 - 08/13/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/16/1993 - 10/22/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/16/1990 - 04/06/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/03/1978 - 08/21/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
07/31/1970 - 03/14/1978
SALOMON BROTHERS
IA
Issued 10/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1994
PC - AMEX Put and Call Exam
BC
Issued 01/19/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Morse is the right advisor for you? Invested Better is here to help.
