Unclaimed
Andrew Sutherland is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Andrew has been in the industry since 1995 and has experience working with various clients, including individuals, businesses, and institutions. Andrew is registered with the Securities and Exchange Commission and holds the Series 66, Series 63, Series 7 and SIE licenses. Andrew offers a range of financial services, including financial planning, portfolio management, and investment consulting. Andrew is dedicated to helping clients reach 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.
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2
GA
05/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (MACON GA)
GA
01/25/2016 - 05/20/2024
WELLS FARGO CLEARING SERVICES, LLC (MACON GA)
GA
02/13/2013 - 02/10/2016
RAYMOND JAMES & ASSOCIATES, INC. (MACON GA)
GA
04/25/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MACON GA)
GA
07/01/2003 - 04/27/2007
WACHOVIA SECURITIES, LLC (MACON GA)
NY
05/04/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TN
07/13/1995 - 05/09/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 03/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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