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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Lynne Frezza is a financial advisor with Wells Fargo Clearing Services, LLC. Andrea has been in the financial services industry since 1982. Andrea has a strong background in providing investment advice to individuals, businesses, and institutional clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
CT
05/06/2021 - Present
Wells Fargo Clearing Services, LLC (GREENWICH CT)
CT
10/01/2012 - 12/15/2015
J.P. MORGAN SECURITIES LLC (DARIEN CT)
CT
03/06/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WESTPORT CT)
CT
05/29/2007 - 03/30/2012
CITIGROUP GLOBAL MARKETS INC. (NEW CANAAN CT)
CT
10/17/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW CANAAN CT)
CT
07/14/1999 - 10/24/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
NY
04/04/1994 - 06/29/1999
CIBC WORLD MARKETS (NEW YORK NY)
NJ
09/23/1982 - 04/18/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 12/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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