Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Holness is a financial advisor with J.p. Morgan Securities LLC based in Houston, TX. Andrea has been in the financial industry since 2006. Andrea holds Series 6, Series 63, and SIE licenses and has experience with a variety of financial products and services. Andrea previously worked for CHASE INVESTMENT SERVICES CORP. and is registered to provide financial advice in 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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
11/13/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BC
Issued 11/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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