Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Tessler is a Registered Investment Advisor and has been active in the securities industry since February 26, 1987. Andrea is currently registered with Family Management Corp. in New York and is also registered in 42 other states. Andrea previously worked at Nathan & Lewis Securities, Inc. and Integrated Resources Equity Corporation. Andrea has passed a total of 8 industry exams including the Series 65, Series 63, Series 53, Series 24, Series 99TO, Series 52TO, SIE, and Series 7. Andrea's specialties include financial planning, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. Andrea is an employee of both Family Management Corporation and Forest Hill Capital Corporation. Andrea serves as Trustee/Officer of various family related trusts and entities. Andrea is also a Member of the Board of Trustees and Treasurer for The Harvey School.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Serves as general partner to investment funds that are exempt from registration under the investment advisers act 1940.
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.
1
2
NY
11/04/2021 - Present
Family Management Corp. (NEW YORK NY)
NY
09/07/1989 - 06/04/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
02/26/1987 - 09/05/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 11/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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