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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Brown is a financial advisor with Voya Financial Advisors, Inc., specializing in investment strategies and financial planning. Andrea has over 10 years of experience in the financial services industry and has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Andrea holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Andrea's past experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, David Lerner Associates, Inc., and Morgan Stanley & Co., Incorporated. Andrea can provide financial guidance on investment strategies, retirement planning, college savings, and estate 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.
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.
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2
NY
05/13/2021 - Present
Voya Financial Advisors, Inc. (NEWBURGH NY)
NJ
11/02/2011 - 08/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HILLSDALE NJ)
NJ
12/04/2009 - 11/03/2011
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
NY
03/19/1990 - 08/20/1992
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 12/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1990
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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