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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 Costello is a financial advisor with over 3 years of experience in the financial services industry. Andrew is currently registered with Morgan Stanley and holds Series 7TO, Series 63, and SIE licenses. Andrew is also registered to provide securities and investment advice in 53 states. Before joining Morgan Stanley, Andrew was a registered representative with E*TRADE Securities LLC. Andrew has a strong track record of providing investment advice to individuals, families, and businesses. Andrew specializes in asset allocation, financial planning, and portfolio management.
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
FL
01/20/2023 - Present
Morgan Stanley (Tampa FL)
GA
12/23/2020 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
08/11/2020 - 10/15/2020
EQUITABLE ADVISORS, LLC (ATLANTA GA)
BC
Issued 06/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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