Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Johnson is a financial advisor with over 15 years of experience in the financial industry. Andrea is registered with Stifel, Nicolaus & Company, Inc. and is licensed in multiple states. She is a Series 7 and Series 66 licensed representative, and has a SIE license. Her prior experience includes working with UBS Financial Services Inc. Andrea has worked as a financial advisor since 2007, and her career started in 2004. Andrea is also a board member for the Walker Rotary and Paws and Claws Animal Shelter.
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.
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.
1
2
MN
04/05/2021 - Present
Stifel, Nicolaus & Company, Inc. (WALKER MN)
MN
02/16/2009 - 10/16/2009
UBS FINANCIAL SERVICES INC. (WALKER MN)
BOTH
Issued 08/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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