Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Tyler Vendal is a financial advisor currently registered with UBS Financial Services Inc., located in Charlotte, NC. Andrew has been working in the financial services industry for over 2 years. Andrew has a strong background in financial services and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Andrew is committed to providing his clients with personalized financial advice and guidance. Previously, Andrew worked with Pruco Securities, LLC. in Charlotte, NC. Andrew holds Series 7TO, SIE, and Series 66 licenses. Andrew has a broad range of specializations including insurance, mutual funds, variable annuities, fixed annuities, equity securities, investment advisory services, and options.
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.
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.
See schedule d - miscellaneous
1
2
NC
07/18/2024 - Present
UBS Financial Services Inc. (CHARLOTTE NC)
NC
09/29/2023 - 06/12/2024
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
BOTH
Issued 10/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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