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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefanie? Claim Your ProfileStefanie Andors is a financial advisor with over 20 years of experience in the industry. Stefanie currently works at Morgan Stanley, a firm with over $10 billion in assets under management. Stefanie has a proven track record of success in providing financial planning, portfolio management and asset allocation advice to a wide range of clients, including high net worth individuals, businesses, investment companies, pension plans, and charitable organizations. Stefanie has a strong understanding of the financial markets and is committed to providing her clients with personalized and tailored advice to help them achieve their financial goals. Stefanie is dedicated to building long-term relationships with her clients and providing them with the highest level of service.
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
03/04/2019 - Present
Morgan Stanley (Jericho NY)
NY
08/23/2017 - 02/28/2019
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
03/22/2013 - 08/18/2017
HIGHTOWER SECURITIES, LLC (MELVILLE NY)
NY
10/03/2012 - 04/01/2013
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
06/01/2009 - 10/05/2012
MORGAN STANLEY SMITH BARNEY (MELVILLE NY)
NY
10/12/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
01/21/2005 - 09/07/2007
STERLING MONROE SECURITIES, LLC (LOCUST VALLEY NY)
NY
11/27/2003 - 01/13/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/26/1998 - 12/19/2002
KEDEM CAPITAL CORPORATION (MELVILLE NY)
IA
Issued 07/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2017
Series 3 - National Commodity Futures Examination
BC
Issued 03/25/1998
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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