Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cuprisin is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC, with over 20 years of experience in the financial industry. Andrew has been a registered representative for Wells Fargo Clearing Services LLC since 2017. Before that, Andrew was registered with Morgan Stanley and Citigroup Global Markets Inc. Andrew holds the Series 3, 7, 9, 10, 31, and 66 licenses. Andrew also holds the SIE certification. Andrew is based in Dublin, Ohio.
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
OH
06/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
04/07/2017 - 06/09/2023
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN OH)
OH
06/01/2009 - 04/11/2017
MORGAN STANLEY (COLUMBUS OH)
IL
01/02/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
BOTH
Issued 01/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2012
Series 3 - National Commodity Futures Examination
BC
Issued 01/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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