Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Hardy is a financial professional with over 11 years of experience in the financial services industry. Andrea is a Certified Financial Planner® and Chartered Financial Consultant who is registered with Principal Securities, Inc., and is licensed to provide investment advice and services in several states. Andrea has previously worked at MML Investors Services, LLC. Andrea specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
06/17/2021 - Present
Principal Securities, Inc. (CARY NC)
NC
05/15/2012 - 11/11/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
IA
Issued 11/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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