Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lenda is a financial advisor with over 17 years of experience in the industry. Andrew is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since November 2018. Prior to that, Andrew worked at Morgan Stanley for nearly a decade. Andrew holds a Series 66 license, as well as Series 7, 31, and the SIE. Andrew specializes in working with a variety of clients, including individuals, corporations, and high-net-worth individuals.
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.
1
2
PA
01/05/2024 - Present
Stifel, Nicolaus & Company, Inc. (YORK PA)
PA
06/01/2009 - 11/12/2018
MORGAN STANLEY (CAMP HILL PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARRISBURG PA)
PA
10/16/2006 - 04/02/2007
MORGAN STANLEY DW INC. (HARRISBURG PA)
PA
01/27/2006 - 02/13/2006
MORGAN STANLEY DW INC. (HARRISBURG PA)
BOTH
Issued 02/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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