Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Charles Wheeler is a financial advisor with over 20 years of experience in the financial services industry. Andrew currently holds licenses with Roush Investment Group and Wellth Advisory Services, LLC and previously worked at Wells Fargo Clearing Services, LLC, UnionBanc Investment Services, LLC, and Citigroup Global Markets Inc. Andrew is a Series 7, 9, 10, 63, and 65 licensed professional. Andrew's area of expertise includes financial planning, portfolio management, and investment advisory 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CA
07/31/2018 - Present
Roush Investment Group (FRESNO CA)
CA
12/14/2015 - 07/31/2018
WELLS FARGO CLEARING SERVICES, LLC (MODESTO CA)
CA
09/24/2010 - 12/16/2015
UNIONBANC INVESTMENT SERVICES, LLC (HANFORD CA)
CA
02/27/2009 - 09/24/2010
WELLS FARGO ADVISORS, LLC (MADERA CA)
CA
05/29/2007 - 01/23/2009
CITIGROUP GLOBAL MARKETS INC. (MADERA CA)
CA
03/24/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (MADERA CA)
MO
06/07/2000 - 03/26/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/16/1999 - 05/22/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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