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Andrew Thomas Wilson

Fidelity Brokerage Services LLC

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About Andrew Thomas Wilson

Andrew Thomas Wilson is a financial advisor with Fidelity Brokerage Services LLC. Andrew has been in the financial services industry since 2003 and has a wide range of experience working with clients in various states. Andrew is registered with the state of Utah and 52 other states. Andrew holds the Series 7 and Series 66 licenses. Andrew's previous experience includes working with Key Investment Services LLC and Chase Investment Services Corp.

Firm Information

Andrew Wilson is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Andrew Wilson’s Registration & Firm History

UT

04/11/2022 - Present

Fidelity Brokerage Services LLC (SALT LAKE CITY UT)

UT

08/16/2013 - 02/11/2021

KEY INVESTMENT SERVICES LLC (Roy UT)

UT

05/13/2008 - 05/28/2013

KEY INVESTMENT SERVICES LLC (OGDEN UT)

UT

09/16/2005 - 04/30/2008

CHASE INVESTMENT SERVICES CORP. (BOUNTIFUL UT)

OH

08/03/2001 - 08/02/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 01/26/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Andrew Thomas Wilson.
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