Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
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