Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Steele is a financial professional with over 20 years of experience in the financial services industry. Andrea is currently registered with J.p. Morgan Institutional Investments Inc. Andrea has held previous roles at Nationwide Investment Services Corporation, Nationwide Securities, LLC, and 1717 Capital Management Company. Andrea holds the Series 6, Series 26, and SIE licenses.
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.
1
2
OH
01/02/2014 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
08/19/2013 - 01/02/2014
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
08/03/2007 - 09/18/2013
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
DE
08/03/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
OH
12/07/2000 - 09/27/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
02/08/2000 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 01/22/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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