Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Barrett is a financial advisor with Wolfe Research Securities. Andrew is registered in California and New York. Andrew holds the following licenses: Series 63, Series 87, Series 86, Series 7TO, and SIE. Andrew has been in the industry since September 23, 2021.
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.
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.
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CA
09/24/2021 - Present
Wolfe Research Securities (San Francisco CA)
BC
Issued 07/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/19/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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