Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Martin is a financial advisor with Wells Fargo Advisors Financial Network, LLC and has been in the industry since 1991. Andrew is registered in Illinois and Texas and has a Series 7, 9, 10, 31, 63 and 65 license. Andrew's previous employers include Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Wachovia Securities, Inc., Principal Financial Securities, Inc., Hamilton Investments, Inc., and Chatfield Dean & Co., Inc. Andrew is also a member of the Illinois Hockey Officials Association. Andrew Martin provides financial planning, investment consulting services to institutional clients, portfolio management for businesses and individuals, and selection of other advisors.
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
IL
01/04/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ITASCA IL)
IL
07/01/2003 - 01/04/2024
WELLS FARGO CLEARING SERVICES, LLC (SCHAUMBURG IL)
NY
05/31/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
05/11/1998 - 06/21/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
TX
09/01/1994 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
01/01/1992 - 09/01/1994
HAMILTON INVESTMENTS, INC.
CO
05/08/1991 - 12/18/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 04/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/07/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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