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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Bates is a financial advisor with over 30 years of experience in the industry. Andrea is registered with Voya Financial Advisors, Inc. and has a strong track record of helping clients achieve their financial goals. Andrea is committed to providing personalized financial advice and guidance to individuals, families, and businesses. Andrea holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam certification. Andrea is also a Certified Financial Planner. Andrea is dedicated to helping clients understand their financial options and make informed decisions about their money.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
04/13/2022 - Present
Voya Financial Advisors, Inc. (Medford MA)
MA
07/17/2019 - 12/16/2020
MML INVESTORS SERVICES, LLC (Newton MA)
MA
01/03/2011 - 06/25/2019
VOYA FINANCIAL ADVISORS, INC. (MEDFORD MA)
MA
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (MEDFORD MA)
CT
04/16/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 07/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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