Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrey? Claim Your ProfileAndrey Movsesyan is a financial advisor with over 7 years of experience in the financial services industry. He currently works as a Registered Representative and Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. in Walnut Creek, CA. Previously, Andrey was registered with BBVA Securities Inc. and Wells Fargo Investments, LLC. Andrey holds the Series 66, SIE, and Series 7 licenses. He also has a background in banking and insurance. Andrey is committed to providing his clients with personalized financial advice and investment management services. He is also dedicated to helping clients achieve their financial goals, including retirement planning, college savings, and estate planning. Andrey Movsesyan specializes in working with high net worth individuals, corporations, and pension and profit-sharing plans. Andrey Movsesyan is also a board member of the Epilepsy Foundation of Northern California.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
03/24/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WALNUT CREEK CA)
CA
11/21/2017 - 03/22/2021
BBVA SECURITIES INC. (WALNUT CREEK CA)
CA
11/03/2006 - 09/03/2009
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 12/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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