Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Jay Ross is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Andrew has been in the industry since 1997. Andrew is registered with the state of California and Texas. Andrew has a Series 7, Series 63, and Series 65 license. Andrew also has a Securities Industry Essentials (SIE) exam. Andrew is affiliated with Wells Fargo Advisors Financial Network, LLC and has worked for Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC in the past. Andrew is a registered representative of Wells Fargo Advisors Financial Network, LLC and an investment advisor representative of Wells Fargo Advisors Financial Network, LLC.
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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CA
01/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WALNUT CREEK CA)
CA
01/03/2011 - 01/12/2023
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
03/03/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
FL
02/16/2001 - 10/02/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NJ
02/17/1998 - 02/27/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/22/1995 - 02/20/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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