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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Cassandra Franco is a financial advisor at Wells Fargo Clearing Services, LLC, in Scottsdale, Arizona. Andrea has been working in the financial industry since January 27, 2020 and has experience at several firms, including Wells Fargo Advisors Financial Network, LLC and Morgan Stanley. Andrea holds a Series 7, Series 63 and Series 66 license. Andrea is also registered in several states including Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Massachusetts, Michigan, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, South Dakota, Tennessee, Texas and Washington. Andrea provides investment consulting services to institutional clients as well as financial planning, pension consulting, and selection of other advisors. Andrea specializes in working with individuals, corporations, and other businesses.
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
AZ
05/05/2022 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
09/25/2020 - 05/02/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
AZ
01/01/2020 - 08/28/2020
MORGAN STANLEY (GILBERT AZ)
BOTH
Issued 05/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2019
SIE - Securities Industry Essentials 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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