Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Bostic has been in the financial services industry since 2005 and is currently registered with LPL Financial LLC in Fort Mill, South Carolina. Andrea has a Series 7, Series 66, Series 99 and SIE license. Andrea has experience with BANC OF AMERICA INVESTMENT SERVICES, INC. and AXA ADVISORS, LLC. Prior to LPL Financial LLC, Andrea was employed with LPL Financial LLC. Andrea's areas of expertise include portfolio management for individuals and businesses. Andrea also offers other non-discretionary advisory services.
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.
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.
Consulting and other non-discretionary advisory services
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
SC
09/26/2016 - Present
LPL Financial LLC (FORT MILL SC)
NC
12/10/2005 - 01/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
04/22/2005 - 11/23/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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