Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Lorente is a financial professional with over 15 years of experience in the financial services industry. Andrea is currently registered with Foreside Fund Services, LLC. Andrea has held previous positions with GAM SERVICES, INC., UBS Financial Services Inc., and BNP PARIBAS SECURITIES CORP. Andrea is licensed to provide financial advice in all 50 states and the District of Columbia. Andrea holds Series 7, Series 63, Series 66, and SIE licenses. Andrea's experience, coupled with her dedication to helping clients achieve their financial goals, makes her a valuable resource for individuals and families seeking financial guidance.
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.
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.
1
2
IL
08/10/2022 - Present
Foreside Fund Services, LLC (Chicago IL)
NY
09/05/2018 - 04/29/2022
GAM SERVICES, INC. (NEW YORK NY)
NY
09/08/2010 - 08/27/2018
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/27/2006 - 11/14/2008
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 06/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrea Lorente is the right advisor for you? Invested Better is here to help.
