Unclaimed
Andrea Hargette is a registered representative of Fifth Third Securities, Inc., with over ten years of experience in the financial industry. Andrea holds both Series 6 and Series 63 licenses, as well as the Series 65 and SIE exams. Andrea specializes in working with high-net-worth individuals, corporations, and pension plans. Andrea works at the Matthews, North Carolina office, but also covers Monroe and Charlotte, North Carolina.
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.
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.
Sponsor wrap fee program
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.
1
2
NC
10/09/2018 - Present
Fifth Third Securities, Inc. (MATTHEWS NC)
IA
Issued 10/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrea Hargette is the right advisor for you? Invested Better is here to help.