Unclaimed
Andrea Easterling is a financial advisor with Fruitful, a firm headquartered in New York, NY. Andrea has experience in the financial industry, having previously worked at firms like KMS Financial Services, Inc. and Raymond James Financial Services, Inc. Andrea is licensed to provide financial advice in California and New York and holds the Series 7, Series 66 and SIE licenses. Andrea specializes in providing financial planning and portfolio management for individuals.
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.
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.
1
2
NY
01/16/2024 - Present
Fruitful (NEW YORK NY)
OR
08/23/2018 - 05/07/2019
KMS FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
11/14/2016 - 07/26/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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