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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 Molavi is a financial advisor with Wells Fargo Clearing Services, LLC. Andrea has been in the financial services industry since 2007 and has experience working with individuals, corporations and institutions. Andrea is a Certified Financial Planner and holds the Series 7, Series 9, Series 10, Series 63 and Series 65 licenses. Andrea is licensed in 44 states and the District of Columbia.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
GA
04/18/2024 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
04/27/2012 - 10/31/2016
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
12/14/2010 - 04/02/2012
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
NA
08/06/1991 - 09/11/1992
THE ROBINSON-HUMPHREY COMPANY INC.
NA
05/14/1988 - 11/13/1990
LEHMAN BROTHERS INC.
NA
03/23/1988 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 06/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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