Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Avitabile is a financial professional with over 20 years of experience in the industry. Andrea is currently a Registered Representative and Investment Adviser Representative at Fidelity Personal And Workplace Advisors. Andrea's previous experience includes roles at Charles Schwab & Co., Inc., HSBC Securities (USA) Inc., and Key Investment Services LLC. Andrea holds Series 7 and Series 63 securities licenses as well as Series 65 investment advisor certification. Andrea is registered to provide investment advice in multiple states.
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.
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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2
CT
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
NY
04/15/2013 - 06/06/2016
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
NY
01/20/2012 - 03/22/2013
HSBC SECURITIES (USA) INC. (BRONXVILLE NY)
NY
03/10/2009 - 01/05/2012
KEY INVESTMENT SERVICES LLC (WARWICK NY)
NY
04/12/2005 - 01/27/2009
HSBC SECURITIES (USA) INC. (TAPPAN NY)
NY
12/03/2003 - 03/16/2005
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
MD
08/26/2002 - 12/12/2003
M&T SECURITIES, INC. (BALTIMORE MD)
WI
01/04/2002 - 09/12/2002
SII INVESTMENTS, INC. (APPLETON WI)
IA
Issued 09/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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