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 Coulon is a financial professional with over 20 years of experience in the industry. Andrea is currently registered with Allstate Financial Services, LLC and has a Series 6, Series 7, and Series 63 license. Andrea is based in Irvine, California and has been with Allstate Financial Services, LLC since 2012. Prior to that, Andrea was with UBS PaineWebber Inc. in Weehawken, New Jersey.
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.
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2
CA
03/08/2012 - Present
Allstate Financial Services, LLC (Irvine CA)
NJ
08/31/1999 - 04/02/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 06/27/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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