Unclaimed
Andrew Willis is a registered representative with Fidelity Brokerage Services LLC. Andrew Willis has been in the securities industry since July 22, 2018. Andrew Willis has passed the Series 63, Series 7 and SIE exams. Andrew Willis is licensed in 53 states and the District of Columbia. Andrew Willis was previously employed by E*TRADE SECURITIES 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.
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
11/14/2018 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
06/14/2018 - 10/05/2018
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 07/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Andrew Willis is the right advisor for you? Invested Better is here to help.