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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Goddard is an investment advisor representative with Wells Fargo Clearing Services, LLC. Andre has been in the financial services industry since June 13, 1983. Andre holds a Series 6, Series 7, and Series 63 license and has passed the SIE exam. Andre is registered to provide investment advisory services in California and Texas. Prior to joining Wells Fargo Clearing Services, LLC, Andre was employed with CITIGROUP GLOBAL MARKETS INC., SECURITIES AMERICA, INC., MML INVESTORS SERVICES, INC., and NATIONWIDE ADVISORY SERVICES, INC. Andre is located in Visalia, CA and can be reached at the Visalia branch office of Wells Fargo Clearing Services, LLC.
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
CA
11/14/2013 - Present
Wells Fargo Clearing Services, LLC (VISALIA CA)
CA
01/27/2000 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (VISALIA CA)
NE
04/26/1996 - 01/18/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
03/06/1995 - 05/14/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
OH
07/08/1988 - 03/06/1995
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
CA
06/14/1983 - 10/30/1989
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 02/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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