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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 Fusero is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in Florida and Texas. Andrea has been active in the industry since 2014 and is also an Investment Advisor Representative with Bank of America N.A. Andrea works with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Andrea has a strong track record of success in providing investment advice and portfolio management services. Andrea specializes in portfolio management for individuals and businesses, pension consulting, and educational seminars. Andrea also provides other advisory services, such as performance measurement reports, allocation modeling, investment policy statements, research reports, and services, and selection of other advisors.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/06/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
IA
Issued 07/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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