Unclaimed
Andrea Lynne Bourquein is an investment advisor representative at Fifth Third Securities, Inc. Andrea has been in the financial services industry since March 19, 2013. Andrea holds Series 7, 6, 63, and 65 licenses. Andrea is registered with the states of Florida, Hawaii, Illinois, Indiana, Kentucky, Michigan, Missouri, North Carolina, Ohio and Texas. Andrea has experience in investment advisory services, portfolio management for individuals, and portfolio management for businesses.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
10/25/2016 - Present
Fifth Third Securities, Inc. (WEST CHESTER OH)
IA
Issued 4/5/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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