Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Fonseca is a financial advisor at J.P. Morgan Securities LLC in Indianapolis, IN. Andrea has been in the financial services industry since 2006. Andrea is registered to provide investment advice in 53 states and is also licensed in Texas. Andrea has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6), the Uniform Combined State Law Examination (Series 66), and the Uniform Securities Agent State Law Examination (Series 63). Andrea specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Previously, Andrea worked at THE HUNTINGTON INVESTMENT COMPANY and ONLINE BROKERAGE SERVICES.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
11/17/2022 - Present
J.p. Morgan Securities LLC (Indianapolis IN)
IN
06/21/2007 - 08/02/2010
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
OH
06/30/2006 - 06/20/2007
ONLINE BROKERAGE SERVICES (WHITEHOUSE OH)
BOTH
Issued 04/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
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Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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