Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Briesacher is a registered Investment Advisor Representative at Wheelhouse Advisory Group, LLC. Andrew has been in the financial services industry since 2008 and has experience working at several firms, including Edward Jones, Scottrade, Inc., Morgan Keegan & Company, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew holds several licenses, including Series 7, 9, 10, 24, and 66. Andrew specializes in providing financial planning and portfolio management services for both individuals and high-net-worth clients.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
On occasion, negotiated flat quarterly fee
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2
MO
04/27/2023 - Present
Wheelhouse Advisory Group, LLC (ST. LOUIS MO)
MO
01/15/2020 - 04/27/2023
EDWARD JONES (ST. LOUIS MO)
MO
10/10/2011 - 03/07/2018
SCOTTRADE, INC. (ST LOUIS MO)
IL
08/27/2010 - 09/19/2011
MORGAN KEEGAN & COMPANY, INC. (SWANSEA IL)
IL
04/18/2008 - 08/31/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SWANSEA IL)
BOTH
Issued 05/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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