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Andrea Mitchell

Seia

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About Andrea Mitchell

Andrea Mitchell is an investment advisor representative with Seia, located in Los Angeles, CA. Andrea has been in the securities industry since 2015. Andrea is registered with the state of California. Andrea holds the Series 7, 7TO, 63, and 66 securities licenses and has a SIE certification. Andrea has experience providing financial planning, educational seminars, selection of other advisors, and portfolio management services to individuals and businesses.

Firm Information

Andrea Mitchell is currently registered with Seia. Seia is a financial advisory firm based in Los Angeles, California. They offer financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Seia has a total of 103 registered representatives and manages approximately $14.2 billion in assets. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Seia

2121 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$14.21B

Assets Under Management

74

Total Clients

108

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea Mitchell’s Registration & Firm History

CA

11/20/2021 - Present

Seia (LOS ANGELES CA)

CA

01/11/2021 - 08/24/2023

OSAIC WEALTH, INC. (LOS ANGELES CA)

CA

07/30/2020 - 01/12/2021

BEL AIR SECURITIES LLC (LOS ANGELES CA)

CA

11/12/2015 - 10/06/2016

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 11/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/06/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Mitchell.
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