Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Adams is a financial advisor with over 10 years of experience in the industry. Andre is currently registered with Oppenheimer & Co. Inc. in St. Louis, Missouri. Andre previously worked for Citigroup Global Markets Inc. and Wells Fargo Clearing Services, LLC. Andre holds the Series 7, Series 63, and Series 66 securities licenses as well as the SIE exam. Andre is also a Certified Financial Planner.
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.
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.
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.
1
2
MO
09/30/2024 - Present
Oppenheimer & Co. Inc. (ST. LOUIS MO)
MO
05/03/2022 - 04/04/2023
CITIGROUP GLOBAL MARKETS INC. (O'Fallon MO)
MO
11/13/2013 - 03/24/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BOTH
Issued 04/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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