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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Alexander Rodney is a financial advisor with Wells Fargo Clearing Services, LLC, located in Purcellville, VA. Andrew has been in the financial industry since 2014. Andrew is a Registered Representative (Series 7, 6, 63, and 65). Andrew holds the Series 7TO, SIE, and Series 6 licenses. Andrew's specializations include 1) Individual Retirement Plans (IRAs), 2) 529 Plans, 3) 401(k) Plans, 4) Mutual Funds, 5) Variable Annuities, and 6) Annuities. Andrew's firm, Wells Fargo Clearing Services, LLC is a large firm with over $10 billion - $50 billion in assets under management. The firm offers various financial services, including financial planning, investment management, and pension consulting. Andrew is a member of the Rolling Ridge PTA and serves as the Treasurer.
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
VA
03/18/2020 - Present
Wells Fargo Clearing Services, LLC (PURCELLVILLE VA)
IA
Issued 03/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
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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