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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andy? Claim Your ProfileAndy Jacobitz is a registered representative with Morgan Stanley in Omaha, Nebraska. Andy is an experienced financial professional with over 30 years in the industry, having previously held roles with RBC Capital Markets, LLC, DAIN RAUSCHER INCORPORATED, and KIRKPATRICK, PETTIS, SMITH, POLIAN INC. Andy is registered to provide investment advice and securities services in numerous states, including Nebraska, Texas, and others. Andy holds Series 7, Series 31, Series 63, and Series 65 licenses. Andy is also a Registered Investment Advisor (RIA) in Texas and Nebraska.
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
NE
11/06/2020 - Present
Morgan Stanley (Omaha NE)
NE
03/02/1998 - 11/18/2020
RBC CAPITAL MARKETS, LLC (OMAHA NE)
NA
07/21/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NE
10/05/1993 - 07/25/1995
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
IA
Issued 03/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/1993
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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