Unclaimed
Andre Marvray ii is a financial advisor at Wells Fargo Clearing Services, LLC, with over 4 years of experience in the industry. Andre is registered with both FINRA and the state of Georgia as both a broker-dealer and investment advisor. Andre has experience working with clients of all types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Andre holds both the Series 7 and Series 63 licenses. Andre has been a financial advisor with Wells Fargo Clearing Services, LLC for 2 years.
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.
Investment consulting services to institutional clients
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.
1
2
TN
11/12/2024 - Present
Wells Fargo Clearing Services, LLC (MEMPHIS TN)
GA
05/01/2020 - 01/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
01/11/2019 - 02/18/2020
MORGAN STANLEY (ATLANTA GA)
GA
08/03/2018 - 01/18/2019
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
08/03/2018 - 01/18/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
08/03/2018 - 01/18/2019
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
08/03/2018 - 01/18/2019
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/19/2018 - 07/27/2018
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 03/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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