Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Roane Townes is a financial advisor with over 30 years of experience in the industry. Andrew is registered with Wells Fargo Clearing Services, LLC and has held previous positions at UBS Financial Services Inc., Prudential Securities Incorporated, Morgan Keegan & Company, Inc., and Lawyer Mills Securities, Inc. Andrew specializes in providing investment consulting services to institutional clients, and offers financial planning, pension consulting, and portfolio management for businesses and individuals.
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
MS
01/27/2014 - Present
Wells Fargo Clearing Services, LLC (RIDGELAND MS)
MS
02/16/2001 - 12/16/2013
UBS FINANCIAL SERVICES INC. (JACKSON MS)
NY
04/28/1997 - 02/20/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TN
06/25/1987 - 04/30/1997
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
01/28/1987 - 06/03/1987
LAWYER MILLS SECURITIES, INC.
IA
Issued 09/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1990
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1987
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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