Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Lauren Chases is a financial advisor with Park Avenue Securities LLC, a firm with a strong history in the financial services industry. Andrea has extensive experience in the industry, starting her career in 2002, and has held several positions with other firms before joining Park Avenue Securities LLC. Andrea has a strong track record of helping clients reach their financial goals through personalized financial planning, portfolio management and investment strategies. Andrea is also a registered representative in eight states. Andrea's goal is to build long-term relationships with clients and help them achieve their financial objectives.
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.
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.
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CA
04/17/2012 - Present
Park Avenue Securities LLC (Oxnard CA)
CA
04/23/2010 - 01/19/2012
H.D. VEST INVESTMENT SERVICES (LOS ANGELES CA)
CA
03/23/2007 - 04/05/2010
NATIONAL PLANNING CORPORATION (ENCINO CA)
NY
05/01/2002 - 05/03/2006
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 04/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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