Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Byer is a financial professional with over 25 years of experience in the industry. Andrew has a broad range of experience having previously worked at Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. Andrew is currently registered with &partners in Clayton, MO. &partners is a Registered Investment Advisor with over $1 billion in assets under management. Andrew specializes in providing financial planning and portfolio management services to individuals, businesses, trusts and estates.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/23/2023 - Present
&partners (Clayton MO)
MO
10/05/2021 - 02/03/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
VA
03/05/2004 - 03/30/2020
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
NJ
09/29/1997 - 03/11/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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