Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Defreitas is an investment advisor representative with Fidelity Personal And Workplace Advisors. Andre is a Series 63 and Series 66 licensed individual and also holds a Series 7TO and SIE designation. Andre has been in the financial services industry for over 10 years and is registered in over 50 states. In addition to working with individuals and businesses, Andre also provides financial advice to charitable organizations and pension and profit sharing plans. Andre is dedicated to providing personalized financial advice that helps clients reach their goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
05/08/2024 - Present
Fidelity Personal AND Workplace Advisors (PRESCOTT AZ)
AZ
12/03/2021 - 12/05/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Prescott AZ)
BOTH
Issued 03/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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