Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea D.s. Rich is a financial professional with experience in the industry since March 2013. Andrea is registered with the state of California and Nevada and holds the Series 6, Series 26, and Series 63 securities licenses as well as the SIE exam. Andrea works with PFS Investments Inc. offering a range of financial services including portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/13/2013 - Present
PFS Investments Inc. (SACRAMENTO CA)
BC
Issued 03/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrea Rich is the right advisor for you? Invested Better is here to help.
