Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Mitchell is a financial advisor with Wells Fargo Clearing Services, LLC in Richmond, VA. Andrew has been in the financial industry for over 10 years and has a strong background in investment management and financial planning. Andrew holds the Series 6, 7, 66, and 99 licenses and is registered in Virginia, Maryland, and the District of Columbia. Andrew is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. Andrew is also a key executive at WAWA-WASI, a non-investment related company owned by Andrew's spouse.
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
VA
11/01/2021 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
FL
12/03/2010 - 06/07/2011
PRUCO SECURITIES, LLC. (FORT MYERS FL)
BOTH
Issued 10/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2020
Series 99TO - Operations Professional Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2010
Series 6 - Investment Company Products/Variable Contracts 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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