Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Douglas Walker is a financial advisor with over 5 years of experience in the industry. Andrew is registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Andrew's primary office is located in Charlotte, NC, where Andrew works with individual and institutional investors to develop customized financial plans. Andrew is also licensed to provide investment advice in 14 states. Andrew offers a range of financial services, including financial planning, portfolio management, and retirement planning. Andrew is committed to helping clients achieve their financial goals and is a valuable resource for anyone looking for personalized investment advice.
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
NC
07/09/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLOTTE NC)
BOTH
Issued 10/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2018
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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