Unclaimed
Christopher Dolan Andrews is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC in Bethesda, MD. Christopher Andrews has been in the financial services industry since 1987 and has been registered with Morgan Stanley and Citigroup Global Markets Inc in the past. Christopher Andrews is licensed to offer securities and investment advisory services in 22 states and the District of Columbia. Christopher Andrews holds Series 7, Series 63 and Series 65 licenses and the SIE exam. Christopher Andrews specializes in providing financial planning, portfolio management and investment consulting services to individuals and institutions.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MD
08/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
06/01/2009 - 08/11/2023
MORGAN STANLEY (Bethesda MD)
MD
12/19/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)
MD
04/25/2003 - 12/23/2008
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
NY
10/22/1991 - 04/29/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
02/26/1987 - 11/11/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 10/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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