Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Pesha is a financial advisor at Osaic Wealth, Inc. Andrew has been in the financial services industry since 1994. Andrew has a wide range of experience and provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Andrew has a proven track record of success in helping clients achieve their financial goals.
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.
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.
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NV
01/19/2024 - Present
Osaic Wealth, Inc. (RENO NV)
NV
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RENO NV)
CA
02/20/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (MORGAN HILL CA)
CA
10/09/2009 - 02/28/2014
WOODBURY FINANCIAL SERVICES, INC. (SAN JOSE CA)
CA
11/19/2007 - 10/13/2009
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
CA
05/29/2007 - 11/26/2007
CITIGROUP GLOBAL MARKETS INC. (SUNNYVALE CA)
CA
06/22/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (SUNNYVALE CA)
MA
11/07/2002 - 06/22/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/02/2001 - 10/31/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
10/02/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
TX
12/21/1995 - 10/10/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
05/27/1994 - 05/03/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
02/01/1993 - 03/23/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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