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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 Kovacs is a financial advisor with Core Advisory Group. Andrea is a registered investment advisor in North Carolina and has been in the industry since 2019. Andrea has a Series 63 and Series 65 license. Andrea Kovacs specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations.
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.
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.
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SC
05/10/2024 - Present
Core Advisory Group (ROCK HILL SC)
NC
09/16/2021 - 02/27/2024
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
IA
Issued 05/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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