Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andreas? Claim Your ProfileAndreas Kuehle is an investment advisor representative associated with Wells Fargo Clearing Services, LLC. Andreas has been in the financial services industry since 1993, and joined Wells Fargo Advisors LLC in 2011. Prior to that, Andreas worked at BANC of America Investment Services, Inc., BA Investment Services, Inc. and Prudential Securities Incorporated. Andreas has several licenses and certifications, including Series 7, Series 63, Series 65, and SIE.
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.
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2
CA
02/13/2020 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
09/08/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
MA
07/12/1999 - 09/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
06/07/1994 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
08/17/1993 - 06/01/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1993
Series 7 - General Securities 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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