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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 Bishop is a financial advisor with Truist Advisory Services, Inc. Andrea has over 15 years of experience in the financial services industry and holds the Series 6, 7, and 63 securities licenses, as well as the Series 65 Investment Advisor license. Andrea is registered to provide investment advice in 53 states and the District of Columbia. Andrea specializes in portfolio management for individuals and businesses. In addition to her work as a financial advisor, Andrea is also the owner of Barkganic, a business that sells dog treats and dog food, and she works part-time as a florist.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
09/01/2016 - Present
Truist Advisory Services, Inc. (ORMOND BEACH FL)
FL
04/02/2009 - 03/09/2012
SUNTRUST INVESTMENT SERVICES, INC. (ORMOND BEACH FL)
FL
03/25/2008 - 01/23/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (DAYTONA BEACH FL)
FL
09/12/2007 - 02/28/2008
SUNTRUST INVESTMENT SERVICES, INC. (ORMOND BEACH FL)
IA
Issued 03/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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