Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Vice is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrea has been in the financial services industry for over 13 years and has a strong background in portfolio management and investment advisory services. Andrea holds licenses in both the broker-dealer and investment advisor space, as well as in several states throughout the country. Andrea has previously worked at several other large financial institutions, including Deutsche Bank Securities Inc. and Citigroup Global Markets Inc. Andrea is committed to providing her clients with personalized financial advice and strategies that are tailored to their individual needs. Andrea is also an active member of the community, providing financial education and volunteer services to various organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
VA
05/22/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RESTON VA)
MD
05/29/2014 - 10/27/2014
PNC INVESTMENTS (POTOMAC MD)
MD
12/22/2011 - 09/06/2013
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
NY
12/20/2007 - 05/26/2010
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/29/2007 - 11/15/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/05/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BOTH
Issued 02/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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