Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Carpenter is a financial advisor with Kestra Investment Services, LLC. Andrea has been in the industry since 2023 and has a Series 7TO, Series 63 and SIE license. She is registered with the state of Texas. Previously, Andrea worked at CHARLES SCHWAB & CO., INC.
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.
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.
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2
TX
06/18/2024 - Present
Kestra Investment Services, LLC (AUSTIN TX)
TX
02/13/2023 - 06/12/2024
CHARLES SCHWAB & CO., INC. (Austin TX)
BC
Issued 02/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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