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 a financial advisor at Stifel, Nicolaus & Company, Inc. He is a registered representative with FINRA and a registered investment advisor. Andrew has over 25 years of experience in the financial services industry and has worked with both individuals and businesses. He offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Andrew is a highly experienced financial advisor and has a reputation for providing his clients with personalized advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
MI
01/04/2021 - Present
Stifel, Nicolaus & Company, Inc. (GRAND RAPIDS MI)
MI
12/11/2003 - 08/02/2016
OPPENHEIMER & CO. INC. (GRAND RAPIDS MI)
OH
09/20/1994 - 11/07/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 01/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrew Wilson is the right advisor for you? Invested Better is here to help.
