Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Scott Wolf is an investment advisor representative at United Capital Financial Advisors. Andrew has been in the financial industry since December 2012. He is registered with the state of California. Andrew has passed the Series 7, Series 66 and SIE exams. Andrew has also been previously employed by Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC and Girard Securities, Inc.
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.
Sub-adviser for other investment advisers
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.
A percentage of the total value of assets under management is charged.
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CA
10/30/2015 - Present
United Capital Financial Advisors (MODESTO CA)
CA
06/16/2022 - 11/15/2023
GOLDMAN SACHS & CO. LLC (Modesto CA)
CA
11/01/2017 - 07/01/2020
CETERA ADVISOR NETWORKS LLC (MODESTO CA)
CA
05/30/2013 - 11/01/2017
GIRARD SECURITIES, INC. (MODESTO CA)
BOTH
Issued 10/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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