Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Carlson is a financial professional with over 2 years of experience in the industry. Andrea Carlson holds the Series 7TO, Series 24, and SIE licenses. Andrea Carlson is registered with Fidelity Brokerage Services LLC in Smithfield, RI and is currently employed with Fidelity Brokerage Services LLC. Andrea Carlson has previously held no other registrations.
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.
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.
1
2
RI
02/15/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 09/27/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Andrea Carlson is the right advisor for you? Invested Better is here to help.
