Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andry is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with Morgan Stanley. Michael has previously worked with Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America Investment Services, Inc. Michael is a licensed securities principal and holds the Series 7, Series 24, Series 4, Series 53, and Series 66 licenses. Michael's firm, Morgan Stanley, offers a wide range of financial services to individuals, families, businesses, and institutions. Michael works with clients to develop customized financial plans and investment strategies. Michael's experience, knowledge, and commitment to client service make him a valuable resource for clients seeking to achieve their financial goals.
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
NC
01/22/2020 - Present
Wealthpenn.comllc (Asheville NC)
NC
06/04/2010 - 01/29/2020
WELLS FARGO CLEARING SERVICES, LLC (ASHEVILLE NC)
NC
10/23/2009 - 01/07/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ASHEVILLE NC)
NC
04/18/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ASHEVILLE NC)
NY
05/28/1998 - 03/19/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/7/2004
Series 4 - Registered Options Principal Examination
BC
Issued 8/22/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/3/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/26/1998
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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