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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 Marko is a financial advisor in Chicago, Illinois, with over 20 years of experience in the industry. Andrew has been with Morgan Stanley since 2016, having previously worked at Merrill Lynch. Andrew provides a wide range of financial services to individuals, families, businesses, and institutions, including investment management, financial planning, and retirement planning. Andrew holds a Series 7, 10, 24, 63, and 65 license and is also registered as a Registered Investment Advisor.
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
IL
04/08/2020 - Present
Morgan Stanley (Chicago IL)
IL
07/05/2012 - 01/21/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
06/01/2009 - 06/29/2012
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
04/11/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GLENVIEW IL)
NY
01/16/1998 - 04/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
12/05/1997 - 01/07/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 01/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/06/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2001
Series 3 - National Commodity Futures Examination
BC
Issued 12/04/1997
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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