Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Chavez is a financial advisor with over 12 years of experience in the industry. Andrea is currently registered with Wells Fargo Clearing Services, LLC, and holds Series 6, 63, SIE and 6TO licenses. Andrea has worked with clients in Miami, Doral, Kendall, and New York. Andrea is a strong proponent of providing comprehensive financial planning and investment services to individuals, businesses, and institutional clients. Andrea has a proven track record of helping clients achieve their financial goals.
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.
1
2
FL
12/05/2023 - Present
Wells Fargo Clearing Services, LLC (KENDALL FL)
FL
05/15/2018 - 06/03/2021
WELLS FARGO CLEARING SERVICES, LLC (DORAL FL)
FL
09/04/2015 - 03/27/2018
J.P. MORGAN SECURITIES LLC (MIAMI FL)
NY
07/14/2014 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
FL
09/17/2013 - 04/15/2014
ALLSTATE FINANCIAL SERVICES, LLC (MIAMI FL)
FL
12/22/2010 - 09/18/2013
LPL FINANCIAL LLC (SOUTH MIAMI FL)
FL
05/14/2010 - 12/14/2010
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
FL
01/21/2008 - 04/27/2010
WELLS FARGO ADVISORS, LLC (MIAMI FL)
BC
Issued 01/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrea Chavez is the right advisor for you? Invested Better is here to help.
