Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cheshire is an active investment advisor representative registered in North Carolina and Texas. Andrew has been in the financial services industry since April 2007 and is currently employed by Wells Fargo Clearing Services, LLC. Previously, Andrew was employed by VANGUARD MARKETING CORPORATION. Andrew holds Series 6, 7, 63 and 66 securities licenses and the SIE exam. Andrew specializes in providing financial planning, portfolio management, and investment consulting services to individual and business clients. Andrew is also registered as an investment advisor representative in North Carolina and Texas.
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
03/17/2023 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
01/17/2007 - 12/12/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 09/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2007
Series 6 - Investment Company Products/Variable Contracts 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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