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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 Bradford is a financial advisor who has been working in the industry since 2007. Andrea is currently registered with Cetera Investment Advisers LLC. Andrea has worked in the past with Wachovia Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrea has passed the Series 66, Series 7, and the SIE exam. Andrea has a proven track record of success in the financial services industry. Andrea specializes in helping individuals and families achieve their financial goals through a personalized approach.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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GA
03/23/2023 - Present
Cetera Investment Advisers LLC (LAVONIA GA)
SC
08/06/2007 - 01/05/2009
WACHOVIA SECURITIES, LLC (ANDERSON SC)
GA
07/03/2006 - 01/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATHENS GA)
BOTH
Issued 8/4/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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