Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Marie Roeding is a financial professional with over 10 years of experience in the industry. Andrea has a Series 7, Series 63, and Series 66 license and has been registered with Fidelity Brokerage Services LLC since 2009. Prior to joining Fidelity, Andrea was with TIAA-CREF Individual & Institutional Services, LLC. Andrea specializes in providing financial guidance to individuals and families.
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.
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2
KY
10/14/2021 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
OH
02/23/2018 - 01/06/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CINCINNATI OH)
KY
02/26/2009 - 01/22/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 07/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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