Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Lewis is a financial advisor with over 20 years of experience in the industry. Andrea is currently registered with Cetera Investment Advisers LLC in Georgia. Andrea has previously been registered with a number of other firms, including Principal Securities, Inc., MML Investors Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrea holds Series 7 and Series 66 licenses. Andrea's primary focus is on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans.
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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GA
03/21/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
12/06/2017 - 01/02/2021
PRINCIPAL SECURITIES, INC. (Atlanta GA)
GA
03/25/2017 - 12/12/2017
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
01/30/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
10/03/2013 - 12/22/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ALPHARETTA GA)
GA
10/04/2011 - 08/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
04/01/2011 - 09/19/2011
METLIFE SECURITIES INC. (ATLANTA GA)
GA
03/24/2010 - 03/29/2011
CHASE INVESTMENT SERVICES CORP. (DUNWOODY GA)
PA
09/23/2008 - 03/25/2010
SECURITIES AMERICA, INC. (SEWICKLEY PA)
MN
07/18/2008 - 03/16/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
PA
01/01/2004 - 07/28/2008
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
02/04/2002 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
BOTH
Issued 3/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/2/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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