Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Montero is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm with offices in Fort Myers, Florida. Andrew has been in the financial services industry since 2009 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Andrew is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 65 licenses. Andrew is also registered as an Investment Advisor Representative (IAR) in Florida.
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
FL
08/07/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Fort Myers FL)
FL
09/29/2017 - 07/20/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
FL
06/18/2012 - 10/03/2017
EDWARD JONES (FT MYERS FL)
CT
09/22/2010 - 01/18/2011
ACCESS SECURITIES, LLC (STAMFORD CT)
NY
04/07/2010 - 09/02/2010
MORGAN STANLEY SMITH BARNEY (GARDEN CITY NY)
MO
05/22/2001 - 09/17/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
CA
10/31/2000 - 04/03/2001
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
NY
08/30/1999 - 12/17/1999
FIRST PROVIDENCE FINANCIAL GROUP, LLC (PORT WASHINGTON NY)
IA
Issued 08/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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