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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 Pfefferman is a financial advisor with Equitable Advisors, LLC. Andrea has been in the industry since 1999 and holds Series 66, Series 7 and SIE licenses. Andrea is registered in 14 states, including Florida, Michigan, Minnesota, South Carolina, Texas, and Wisconsin. Andrea has been with Equitable Advisors, LLC since 1999. Andrea also has experience with The Equitable Life Assurance Society of the United States. Andrea has experience providing financial planning, pension consulting, and educational seminars, as well as portfolio management for both businesses and individuals. Andrea also specializes in providing financial advice to charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
A percentage of the total value of assets under management is charged.
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WI
08/16/1999 - Present
Equitable Advisors, LLC (NEW FRANKEN WI)
NY
07/26/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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