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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Wick is a registered investment advisor representative with T. Rowe Price Associates, Inc. Andrew has been working in the securities industry since July 2008. Prior to joining T. Rowe Price Associates, Inc. Andrew worked at UBS Financial Services Inc. and Stillpoint Capital, LLC. Andrew has earned his Series 66, 65, 7, 79 and SIE licenses. Andrew has a variety of specializations, including portfolio management for individuals, investment companies, pooled investment vehicles, and businesses. Andrew also provides selection of other advisors services. Andrew is currently registered with the state of Colorado.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
03/01/2019 - Present
T. Rowe Price Associates, Inc. (COLORADO SPRINGS CO)
CO
09/02/2014 - 12/05/2017
UBS FINANCIAL SERVICES INC. (COLORADO SPRINGS CO)
FL
09/19/2012 - 08/28/2014
STILLPOINT CAPITAL, LLC (TAMPA FL)
CO
04/30/2008 - 07/10/2012
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IA
Issued 12/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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