Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Lynn Carlin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She is a financial advisor who has been in the industry since 2010. Andrea holds the Series 7, Series 66, and SIE licenses. She has also worked for Bank of America, N.A. Andrea is currently registered in Connecticut and New Hampshire and is affiliated with the Manchester, NH branch of Merrill Lynch. She provides financial advice and services to individuals, businesses, pension plans, and other institutions. Andrea is committed to providing her clients with personalized financial planning and investment advice that meets their specific needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NH
11/08/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANCHESTER NH)
BOTH
Issued 10/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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