Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Wolfe is a financial advisor with over 16 years of experience in the industry. Andrea is currently registered with Gateway Wealth Partners, LLC, an independent investment advisor firm, and LPL Financial. Andrea is a Series 66 and Series 63 licensed advisor. Andrea provides investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. Andrea's specializations include financial planning, pension consulting and portfolio management for individuals.
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.
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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WI
03/18/2024 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
CT
04/18/2018 - 03/15/2024
PURSHE KAPLAN STERLING INVESTMENTS (Westbrook CT)
CT
03/02/2016 - 05/17/2018
J.W. COLE FINANCIAL, INC. (Westbrook CT)
CT
11/15/2013 - 03/03/2016
NATIONAL PLANNING CORPORATION (WESTBROOK CT)
CT
12/14/2012 - 11/20/2013
WADDELL & REED, INC. (HAMDEN CT)
CT
06/25/2007 - 12/17/2012
CCO INVESTMENT SERVICES CORP. (NEW LONDON CT)
CT
02/16/2007 - 06/13/2007
CUNA BROKERAGE SERVICES, INC. (GROTON CT)
BOTH
Issued 11/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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