Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Armstrong is a financial advisor with Wells Fargo Clearing Services, LLC, based in Waukesha, WI. Andrew has been in the financial industry since 2003 and has a strong track record of success in providing investment advice and financial planning to a wide range of clients. He specializes in working with high-net-worth individuals, families, and businesses. Andrew holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam certification. He is also registered with the states of Wisconsin and Texas. Prior to joining Wells Fargo Clearing Services, LLC, Andrew worked for Strong Investments, Inc. and Wells Fargo Funds Distributor, LLC.
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
WI
10/28/2009 - Present
Wells Fargo Clearing Services, LLC (WAUKESHA WI)
WI
04/11/2005 - 10/29/2009
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
10/21/2003 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 05/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2003
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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