Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Wayne has been an active financial advisor since 1995. Andrew has worked for Wells Fargo Advisors Financial Network, LLC since 2022, after working for Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew holds the Series 7, Series 31, Series 63, and Series 65 licenses as well as the SIE exam. Andrew is registered in 28 states. Andrew Wayne provides investment consulting services to institutional clients, financial planning services, pension consulting and selection of other advisers.
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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2
NJ
05/12/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NY
02/10/2009 - 05/12/2022
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
09/25/2000 - 03/02/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/13/1995 - 10/03/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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