Unclaimed
Andrew E Dreisiger is an Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC. Andrew has been in the securities industry since 2010. Andrew is registered in 28 states and has Series 7, 63, and 66 licenses. In addition to Wells Fargo Advisors Financial Network, LLC, Andrew has previously worked at Barclays Capital Inc. Andrew is a financial advisor with experience in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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
NJ
06/26/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NY
04/29/2015 - 05/13/2022
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
05/21/2012 - 05/01/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/21/2011 - 04/12/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
06/28/2010 - 02/04/2011
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 11/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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