Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Pease is a financial advisor with over 20 years of experience in the industry. Andrea is registered with LPL Financial LLC and holds Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66, and Series 99TO licenses. Andrea has a strong track record of success in providing financial advice to individuals, families, and businesses. Andrea specializes in providing financial planning, investment management, and insurance services. Andrea is committed to helping clients achieve their financial goals, no matter what stage of life they are in. Andrea is also a registered investment advisor representative in Connecticut, Massachusetts, New York, and Texas.
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.
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2
MA
02/01/2023 - Present
LPL Financial LLC (NORTHBOROUGH MA)
CT
10/13/2017 - 02/06/2023
SECURITIES AMERICA, INC. (SOUTH WINDSOR CT)
CT
03/31/2006 - 10/17/2017
NATIONAL PLANNING CORPORATION (SOUTH WINDSOR CT)
IN
11/13/2002 - 04/03/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 12/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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