Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Robert Grosso is a financial advisor with Wells Fargo Clearing Services, LLC. Andrew is a registered representative of FINRA and is also registered as an investment advisor representative in New Jersey and Texas. Andrew has been a registered representative since August 10, 2012 and has been in the financial industry since February 15, 2011. Previously, Andrew was a financial advisor with Morgan Stanley Smith Barney. Andrew has a Series 63, 66 and 7 license. Andrew is a financial advisor with 11 years of experience in the industry and is committed to helping clients achieve their financial goals.
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
NY
11/06/2019 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
04/19/2012 - 07/13/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NJ
08/18/2010 - 10/19/2011
DAWSON JAMES SECURITIES, INC. (MANASQUAN NJ)
BOTH
Issued 08/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2010
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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