Unclaimed
Andrea Batey is an investment advisor representative for Farther. Andrea has been in the industry for over 24 years and has a Series 7, Series 63, and Series 65 licenses. Andrea has worked at Wells Fargo Advisors Financial Network, LLC and Citigroup Global Markets Inc., prior to joining Farther. Andrea specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/13/2025 - Present
Farther (SAN FRANCISCO CA)
MO
06/04/2009 - 09/06/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SPRINGFIELD MO)
MO
07/30/1999 - 06/16/2009
CITIGROUP GLOBAL MARKETS INC. (SPRINGFIELD MO)
IA
Issued 10/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Andrea Batey is the right advisor for you? Invested Better is here to help.