Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Werkheiser is an investment professional with a focus on securities brokerage and investment advisory services. Andrew is registered with Morgan Stanley and has been in the securities industry since 2013. Andrew is licensed to provide investment services in Pennsylvania, Texas, and many other states. Andrew has been licensed to provide investment advice in Pennsylvania and Texas since 2022. Andrew's experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A. Andrew holds a Series 66 license, as well as a Series 7 license, a Securities Industry Essentials Examination (SIE) license, and licenses for all products and services. Andrew is also a registered representative of Morgan Stanley.
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
PA
06/20/2022 - Present
Morgan Stanley (West Conshohocken PA)
NJ
01/07/2013 - 05/26/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 07/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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