Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrei? Claim Your ProfileAndrei Magana is a financial advisor registered with Wells Fargo Clearing Services, LLC. Andrei is a licensed and registered professional with 14 years of experience in the financial industry. Andrei offers a range of financial services including portfolio management for individuals and businesses, financial planning and investment consulting. Andrei has worked with several financial institutions, including JPMorgan Chase Bank and J.P. Morgan Securities LLC. Andrei holds the Series 6, 7, 63 and 66 licenses and the SIE exam.
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
07/05/2024 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
10/01/2012 - 07/06/2024
J.P. MORGAN SECURITIES LLC (Los Angeles CA)
CA
08/23/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)
BOTH
Issued 04/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2010
Series 6 - Investment Company Products/Variable Contracts 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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