Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Kousouros is a financial advisor with Wells Fargo Clearing Services, LLC. Andrew has been in the financial industry since April 13, 2010 and has a diverse background. Andrew has worked with J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., LADENBURG THALMANN & CO. INC. and MAX INTERNATIONAL BROKER/DEALER CORP. in the past and holds licenses in several states including Connecticut, Florida, Massachusetts, New Jersey, New York and Texas. Andrew has a background in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. Andrew's current firm, Wells Fargo Clearing Services, LLC provides a wide range of investment services.
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
NY
03/31/2020 - Present
Wells Fargo Clearing Services, LLC (PURCHASE NY)
NY
10/01/2012 - 10/12/2017
J.P. MORGAN SECURITIES LLC (NEW CITY NY)
NY
08/01/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (KATONAH NY)
NY
05/27/2010 - 12/20/2010
LADENBURG THALMANN & CO. INC. (MELVILLE NY)
NY
08/11/2009 - 05/03/2010
MAX INTERNATIONAL BROKER/DEALER CORP. (NEW YORK NY)
BOTH
Issued 11/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2009
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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