Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andy? Claim Your ProfileAndy Fan is a Registered Representative with Bofa Securities, Inc. Andy has been in the industry for 1 year and 2 months. Andy has a Series 63, a Series 79TO, and a SIE license and is registered in California. Andy was previously employed at Citigroup Global Markets Inc.
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.
Research-related services
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.
Negotiated fees for research-related services
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2
CA
11/25/2022 - Present
Bofa Securities, Inc. (SAN FRANCISCO CA)
NY
09/06/2021 - 08/30/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 09/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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