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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 Fritz is a financial advisor with Commonwealth Financial Network and is located in Norfolk, NE. Andrea has been in the financial services industry since 2014 and has worked for Commonwealth Financial Network since December 2018. Before working for Commonwealth Financial Network, Andrea worked for Northwestern Mutual Investment Services, LLC from 2014 to 2018. Andrea has a Series 6, Series 63 and SIE license. Andrea is registered to sell securities in Nebraska and South Dakota. Andrea has 10 years of experience in the industry and specializes in retirement planning, college savings, estate planning, insurance, and investment management. Andrea is committed to providing personalized financial advice to individuals and families.
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
NE
12/03/2018 - Present
Commonwealth Financial Network (NORFOLK NE)
NE
02/14/2014 - 12/04/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NORFOLK NE)
BC
Issued 11/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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