Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Karl Holt is a registered representative with Eastdil Secured Advisors LLC. Andrew has been in the securities industry since March 20, 2009 and holds the Series 7, Series 63, Series 79TO and Series 99TO licenses. Andrew is registered with the state of California. Previous experience includes roles at Wells Fargo Securities, LLC in Santa Monica, California.
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.
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.
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CA
10/01/2019 - Present
Eastdil Secured Advisors LLC (Santa Monica CA)
CA
07/01/2009 - 10/01/2019
WELLS FARGO SECURITIES, LLC (SANTA MONICA CA)
CA
03/20/2009 - 07/01/2009
WELLS FARGO SECURITIES, LLC (SANTA MONICA CA)
BC
Issued 10/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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