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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mona? Claim Your ProfileMona Andrikian is a financial advisor with over 35 years of experience. Mona Andrikian is currently registered with Morgan Stanley in New York and Texas. Mona Andrikian previously worked at UBS Financial Services Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. Mona Andrikian holds Series 63, 65, 7 and SIE licenses. Mona Andrikian provides investment advice to a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions. Mona Andrikian specializes in asset allocation, financial planning, and portfolio management.
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
NY
05/14/2020 - Present
Morgan Stanley (New York NY)
NY
10/28/2005 - 06/24/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
MO
07/01/2003 - 11/02/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/17/1985 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
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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