Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew McPhail is a financial advisor with over 10 years of experience in the industry. Andrew is registered with Wells Fargo Clearing Services, LLC and is based out of their St. Louis, MO office. Andrew is also a Certified Financial Planner and a Chartered Financial Analyst. Previously, Andrew worked at SunTrust Investment Services, Inc. Andrew's current role focuses on providing investment consulting services to institutional clients in addition to financial planning, pension consulting 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.
1
2
MO
10/22/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
07/19/2011 - 05/23/2016
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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