Unclaimed
Andrew Pillarella is an investment advisor representative associated with Wells Fargo Advisors Financial Network, LLC. Andrew has been in the industry since January 15, 1990 and holds multiple licenses and registrations. Andrew is a veteran advisor with a wide range of experience and specializations. Andrew holds Series 3, 7, 10, 24, 63, and 66 licenses. Andrew is registered in Arizona, California, Connecticut, Florida, Illinois, Maryland, New Jersey, New York, Oregon, Pennsylvania and Texas.
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
CT
03/08/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OLD GREENWICH CT)
NY
06/01/2009 - 12/14/2023
MORGAN STANLEY (New York NY)
NY
10/29/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/07/2000 - 10/29/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
10/14/1999 - 12/17/1999
BURNHAM SECURITIES INC. (NEW YORK NY)
NY
05/16/1991 - 09/23/1999
CIBC WORLD MARKETS (NEW YORK NY)
NY
02/17/1990 - 05/22/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/22/1989 - 01/30/1990
J. T. MORAN & CO., INC.
BOTH
Issued 01/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1995
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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