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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Blackman is an investment advisor representative with Wells Fargo Clearing Services, LLC. Andrew has been in the financial services industry since July 14, 2009. Prior to joining Wells Fargo, Andrew was associated with Truist Investment Services, Inc., SunTrust Investment Services, Inc., and The Huntington Investment Company. Andrew holds FINRA Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Andrew is registered to provide investment advice in Arizona, California, Florida, Georgia, Massachusetts, New York, North Carolina, Ohio, South Carolina, Texas, Utah, and Virginia. Andrew is also registered with FINRA. Andrew is a financial professional committed to providing personalized investment advice to meet clients' individual needs.
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.
1
2
SC
09/30/2022 - Present
Wells Fargo Clearing Services, LLC (TRAVELERS REST SC)
SC
10/28/2015 - 08/03/2022
TRUIST INVESTMENT SERVICES, INC. (GREENVILLE SC)
FL
01/15/2014 - 07/09/2015
SUNTRUST INVESTMENT SERVICES, INC. (SEMINOLE FL)
OH
12/03/2008 - 09/27/2013
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 11/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
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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