Unclaimed
Andrea Hargette is an investment advisor representative at Fifth Third Securities, Inc. Andrea has been in the industry since July 2018. Andrea is registered with the state of North Carolina and has a Series 6, Series 63, and Series 65 license. Andrea provides investment advice to individuals, businesses, high net worth individuals, corporations, charitable organizations, and pooled investment vehicles. Andrea is also registered with the state of North Carolina as an investment adviser representative. Andrea is a specialist in retirement planning, investment management, and financial planning.
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.
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NC
10/09/2018 - Present
Fifth Third Securities, Inc. (MATTHEWS NC)
IA
Issued 10/9/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/1/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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