Unclaimed
Andrea Forrest is a financial advisor with Vanguard Marketing Corp. Andrea is registered with the state of North Carolina. Andrea has been in the industry since May 2015. Andrea holds the Series 6, 7, and 63 securities licenses, along with the SIE exam.
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
NC
05/20/2015 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 06/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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