Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Joseph Harmer is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in providing financial planning and investment management services. Andrew has been in the industry since 1984 and has a strong track record of success. Andrew has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Andrew is licensed in a number of states and has a strong understanding of the financial markets. Andrew is committed to providing his clients with personalized service and helping them achieve their financial goals.
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
PA
01/03/2018 - Present
Wells Fargo Clearing Services, LLC (RADNOR PA)
NC
05/01/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/03/1996 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
04/21/1993 - 07/01/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
04/07/1987 - 02/15/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
02/23/1981 - 04/14/1987
MOSELEY SECURITIES CORPORATION
BOTH
Issued 04/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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