Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Wilson is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Andrew is registered with the state of Minnesota and holds Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. Andrew Wilson has over 13 years of experience in the financial services industry and has held previous roles with Wells Fargo Investments, LLC, TD Ameritrade, Inc., and Commerce One Financial Inc. Andrew specializes in providing investment advice to individuals, high-net-worth individuals, businesses, corporations, charities, insurance companies, and pension and profit-sharing plans. Andrew is also a triathlon training instructor at the YMCA of the North.
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
MN
11/05/2013 - Present
Wells Fargo Clearing Services, LLC (Minneapolis MN)
MN
11/23/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
RI
10/30/2008 - 02/17/2010
TD AMERITRADE, INC. (PROVIDENCE RI)
NY
07/29/2008 - 08/27/2008
COMMERCE ONE FINANCIAL INC. (SYOSSET NY)
BOTH
Issued 01/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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