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Whitney wang McAndrew

Barclays Capital Inc.

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About Whitney wang McAndrew

Whitney McAndrew is a financial professional with over 7 years of experience in the industry. Whitney is currently registered with Barclays Capital Inc. and is licensed to provide investment advice and securities transactions in California. Whitney holds a Series 7, 6, 63, and 66 licenses and has successfully passed the SIE exam. Prior to joining Barclays Capital Inc., Whitney held positions at Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC.

Firm Information

Whitney wang McAndrew is currently registered with Barclays Capital Inc.. Barclays Capital Inc. is a Corporation formed on March 30, 1998 and is registered in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. The firm has a history of regulatory and civil events, with 120 regulatory disclosures and 4 civil disclosures on record.

Not reported

Assets Under Management

Not reported

Total Clients

434

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Whitney wang McAndrew’s Registration & Firm History

CA

07/25/2022 - Present

Barclays Capital Inc. (MENLO PARK CA)

CA

03/29/2021 - 06/24/2021

WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)

CA

01/01/2015 - 07/03/2019

J.P. MORGAN SECURITIES LLC (SAN MARINO CA)

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Licenses & Designations

BOTH

Issued 10/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/13/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2018

Series 7 - General Securities Representative Examination

BC

Issued 12/30/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Whitney wang McAndrew.
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