Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Kopec Harris is a financial professional with over 3 years of experience in the financial services industry. Andrea has a strong background in securities and investment company products. Andrea holds the Series 6 and Series 63 licenses and the SIE exam certification. Currently, Andrea is registered with MML Investors Services, LLC. Prior to that, Andrea was registered with Northwestern Mutual Investment Services, LLC. Andrea specializes in providing financial planning, asset allocation programs, and portfolio management services to individuals, businesses, trusts, foundations and charitable organizations.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
VA
05/18/2018 - Present
MML Investors Services, LLC (Glen Allen VA)
VA
02/12/2015 - 11/07/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
BC
Issued 06/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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