Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew P. Lewis is a registered representative with Wells Fargo Clearing Services, LLC, where he has been employed since July 2018. Andrew holds a Series 66 license (Uniform Combined State Law Examination), which allows him to offer investment advice in both securities and investment advisory. He is also licensed as a Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Examination) representative in Missouri and Texas. Andrew has been in the financial services industry for over 4 years. Andrew is registered to provide investment advice and securities services in 53 states and the District of Columbia. Andrew has also been involved in other business activities such as managing the acquisition of properties through his company, Pioneer Property Group, LLC, and buying and selling sports memorabilia through Andy's Memorabilia.
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
01/29/2019 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
BOTH
Issued 01/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
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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