Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Matsui is a financial advisor with Quasar Distributors, LLC based in Novato, CA. Andrea has been in the financial services industry since 2010. Andrea has Series 7, Series 63 and Series 65 licenses. Andrea is registered with the state of California, Massachusetts and North Carolina. Prior to joining Quasar Distributors, LLC, Andrea held positions with Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and McDonald Investments 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.
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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2
CA
01/19/2016 - Present
Quasar Distributors, LLC (Novato CA)
CA
07/12/2013 - 12/22/2015
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
NY
11/23/1999 - 05/28/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
06/24/1999 - 11/18/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 05/10/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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