Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew f? Claim Your ProfileAndrew F. Perry is a financial advisor at Wells Fargo Clearing Services, LLC. Andrew has over 30 years of experience in the financial industry. Andrew is a registered representative of Wells Fargo Clearing Services, LLC and a Registered Investment Advisor. Andrew specializes in providing financial advice to individuals, families, businesses, and institutions.
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.
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2
NJ
11/09/2022 - Present
Wells Fargo Clearing Services, LLC (SHORT HILLS NJ)
NJ
10/17/2008 - 11/15/2022
UBS FINANCIAL SERVICES INC. (MARGATE NJ)
NY
11/08/2002 - 11/13/2008
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/04/1999 - 11/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/12/1995 - 12/15/1998
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/10/1992 - 04/27/1995
SALOMON BROTHERS MUNICIPALS INC
NY
06/06/1991 - 04/27/1995
SALOMON BROTHERS INC. (NEW YORK NY)
NY
03/10/1989 - 06/05/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/23/1987 - 05/24/1988
THOMSON MCKINNON SECURITIES INC.
IA
Issued 03/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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