Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Guinn is a financial advisor with Wells Fargo Clearing Services, LLC, having been in the industry since 2008. Andrew has been registered with Wells Fargo Clearing Services, LLC since March 2018 and is also registered with the state of Texas as an Investment Advisor Representative. Andrew is licensed to offer investment products and services in Alabama, Georgia, New Jersey, North Carolina, South Carolina, Tennessee, and Texas. Before working with Wells Fargo, Andrew worked for CETERA INVESTMENT SERVICES LLC, Fidelity Brokerage Services LLC, NEXT FINANCIAL GROUP, INC., and Edward Jones. Andrew has Series 7 and Series 66 licenses.
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
08/05/2024 - Present
Wells Fargo Clearing Services, LLC (ANDERSON SC)
SC
01/29/2016 - 03/30/2018
CETERA INVESTMENT SERVICES LLC (GREENVILLE SC)
PA
05/07/2014 - 04/28/2015
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
SC
09/09/2009 - 09/12/2013
NEXT FINANCIAL GROUP, INC. (ANDERSON SC)
SC
10/03/2008 - 05/27/2009
EDWARD JONES (MT PLEASANT SC)
BOTH
Issued 11/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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