Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ray is a financial advisor registered with Truist Advisory Services, Inc. He is a registered representative in the state of Virginia. Andrew has been in the industry since 2017 and holds the Series 7 and Series 66 licenses as well as the Securities Industry Essentials Exam. His previous employers include Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Andrew has specialized in the following areas: Individual Retirement Accounts (IRAs), 529 Plans, and Mutual Funds. Andrew also manages rental properties through Berkeley-Elbert Holdings LLC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
VA
10/26/2023 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
08/02/2023 - 10/02/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)
DC
12/22/2016 - 07/05/2023
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
BOTH
Issued 01/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Ray is the right advisor for you? Invested Better is here to help.
