Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Hofmann Fisher is a financial advisor with Truist Advisory Services, Inc.. Andrew has over 22 years of experience in the financial services industry and holds a Series 7, Series 31 and Series 66 license. Andrew is registered with the Securities and Exchange Commission (SEC) and is licensed in 46 states and the District of Columbia. Andrew has previously worked with WELLS FARGO CLEARING SERVICES, LLC and UBS FINANCIAL SERVICES INC. At Truist, Andrew specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions. Andrew works with clients to help them achieve their financial goals, whether it is saving for retirement, planning for college, or managing their wealth. Andrew is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
10/04/2023 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
12/14/2004 - 09/26/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NJ
09/25/2001 - 12/17/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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