Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Jones is a financial advisor with Stifel, Nicolaus & Company, Inc. based in LAKE FOREST, IL. Andrea has over 20 years of experience in the financial services industry. Andrea holds FINRA Series 7 and 66 licenses and is registered with the state of Illinois and Texas. Andrea previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CHASE INVESTMENT SERVICES CORP. Andrea also provides financial planning 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.
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.
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
IL
04/27/2022 - Present
Stifel, Nicolaus & Company, Inc. (LAKE FOREST IL)
IL
01/04/2008 - 04/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
IL
07/06/2005 - 01/15/2008
CHASE INVESTMENT SERVICES CORP. (DEERFIELD IL)
IL
12/11/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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