Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Esposto is a financial advisor with over 10 years of experience in the industry. Andrew has worked for several firms including Charles Schwab & Co., Inc. and Wells Fargo Advisors, LLC. Andrew holds the Series 7 and Series 66 securities licenses and the SIE exam. Andrew is currently employed by Fidelity Personal and Workplace Advisors and has been with the firm since April 2019.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/12/2019 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
08/28/2013 - 03/04/2019
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
01/03/2011 - 08/06/2013
WELLS FARGO ADVISORS, LLC (SAN MATEO CA)
CA
02/18/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 03/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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