Unclaimed
Cindy Andrews is a registered representative with Morgan Stanley. Cindy has been in the industry for 14 years, and has held the Series 7TO, Series 63, and SIE licenses. Cindy Andrews is registered in 53 states. Cindy Andrews specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Cindy Andrews also provides portfolio management for individuals, businesses, and investment companies. Cindy Andrews is committed to providing her clients with personalized financial advice and guidance.
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
UT
04/15/2024 - Present
Morgan Stanley (Sandy UT)
BC
Issued 05/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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