Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Leahy is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrea has been in the financial industry since 2007 and has been registered with the state of Pennsylvania since 2017. Andrea is a registered representative and an investment advisor representative. Andrea has passed the Series 7, Series 63 and Series 66 exams, as well as the Securities Industry Essentials exam. Prior to joining Merrill Lynch, Andrea worked at Morgan Stanley Smith Barney and Janney Montgomery Scott LLC. Andrea's specializations include investment advisory services, and portfolio management for 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
06/29/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (YARDLEY PA)
PA
08/29/2014 - 07/15/2016
MORGAN STANLEY (NEWTOWN PA)
PA
03/10/2011 - 09/02/2014
JANNEY MONTGOMERY SCOTT LLC (NEW HOPE PA)
PA
06/01/2009 - 03/23/2011
MORGAN STANLEY SMITH BARNEY (NEWTOWN PA)
PA
12/05/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWTOWN PA)
BOTH
Issued 03/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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