Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Clair Monchilovich Pickerign has been in the financial industry since 1999. Andrea is currently registered with Fidelity Brokerage Services LLC. Prior to that, Andrea was registered with RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Piper Jaffray & Co. Andrea is licensed to sell securities in all 50 states and holds FINRA Series 6, 7, and 66 licenses as well as the SIE Exam. In addition to Andrea's work in the financial industry, Andrea also works as an Independent Beauty Consultant for Mary Kay.
WOODVILLE, WI
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.
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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.
A percentage of the total value of assets under management is charged.
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2
WI
10/06/2022 - Present
Fidelity Personal AND Workplace Advisors (WOODVILLE WI)
MN
08/22/2014 - 06/14/2022
RBC CAPITAL MARKETS, LLC (STILLWATER MN)
MN
07/21/2006 - 08/25/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STILLWATER MN)
MN
11/01/2005 - 07/25/2006
PIPER JAFFRAY & CO. (STILLWATER MN)
MN
04/08/1999 - 10/24/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 6/4/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/3/2005
Series 7 - General Securities Representative Examination
BC
Issued 4/7/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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