Unclaimed
Andrew Blake Sachais is a registered investment advisor representative with Wick Capital Partners, LLC, a registered investment advisor based in Wayne, PA. Andrew has been in the industry since 2013 and has worked with a number of firms including AXA Advisors, LLC and WTS Proprietary Trading Group LLC. Andrew holds a Series 7, 56, and 66 license and is a Chartered Financial Analyst. Andrew specializes in providing financial planning, portfolio management for individuals, and pension consulting services.
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.
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.
1
2
PA
02/07/2022 - Present
Wick Capital Partners, LLC (WAYNE PA)
CA
10/01/2015 - 11/18/2015
AXA ADVISORS, LLC (LOS ANGELES CA)
NY
12/04/2013 - 01/17/2014
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
BOTH
Issued 11/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/09/2013
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
Not sure Andrew Sachais is the right advisor for you? Invested Better is here to help.