Unclaimed
Andrea Williamson is a registered representative with Edward Jones. Andrea has been in the securities industry since September 2024. Andrea is registered with the state of New York. Andrea has passed the Uniform Combined State Law Examination. Andrea is a financial professional with a background in business and finance. Andrea has experience working in the financial services industry and is dedicated to providing her clients with personalized financial advice. Andrea specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
11/12/2024 - Present
Edward Jones (Armonk NY)
Active
Inactive
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