Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Bradley Weber is a financial advisor with Wells Fargo Clearing Services, LLC. Andrew has been in the industry since 2014. He has Series 7, Series 6, Series 63 and Series 65 licenses, and is registered to provide investment advice in Oregon and Texas. Andrew has previously worked at Morgan Stanley and Wells Fargo Advisors. He has experience working with individual investors, businesses, retirement plans, and charitable organizations. He is also active in the community and involved with a number of local organizations.
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.
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2
OR
06/13/2022 - Present
Wells Fargo Clearing Services, LLC (EUGENE OR)
OR
11/13/2018 - 05/24/2022
MORGAN STANLEY (EUGENE OR)
OR
11/20/2014 - 08/16/2017
WELLS FARGO CLEARING SERVICES, LLC (EUGENE OR)
IA
Issued 11/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2018
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
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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