Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andreas? Claim Your ProfileAndreas Wochtl is an Investment Advisor Representative with Wealthcare Advisory Partners LLC. Andreas has been in the industry for over 9 years and has a Series 6, 7, 63, and 66 license. Andreas is a Certified Financial Planner and specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses. Andreas has been affiliated with various firms over the years including Wells Fargo Clearing Services, LLC, Citizens Securities, Inc., Edward Jones, and ProEquities, Inc.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/08/2024 - Present
Wealthcare Advisory Partners LLC (Exton PA)
PA
03/11/2021 - 02/23/2024
WELLS FARGO CLEARING SERVICES, LLC (BALA CYNWYD PA)
PA
05/23/2018 - 03/12/2021
CITIZENS SECURITIES, INC. (KING OF PRUSSIA PA)
PA
09/06/2017 - 05/02/2018
EDWARD JONES (LAFAYETTE HILL PA)
AL
08/03/2016 - 12/19/2016
PROEQUITIES, INC. (BIRMINGHAM AL)
PA
01/29/2015 - 07/27/2016
GLOBAL ATLANTIC DISTRIBUTORS, LLC (BERWYN PA)
PA
10/18/2006 - 01/04/2008
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
BOTH
Issued 09/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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