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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Miyashiro Culbertson is a financial advisor at Fidelity Personal And Workplace Advisors. Andrea has been in the financial services industry for over 11 years and holds both Series 63 and 65 licenses. Andrea is also a Certified Financial Planner. Andrea has worked for several other firms, including USAA Financial Advisors, Inc., USAA Financial Planning Services, USAA Investment Services Company and USAA Life Insurance Company. Currently, Andrea is registered with the state of Florida and Texas. Andrea specializes in working with high-net-worth individuals, corporations and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
03/11/2022 - Present
Fidelity Personal AND Workplace Advisors (TAMPA FL)
FL
06/08/2020 - 12/31/2021
USAA INVESTMENT SERVICES COMPANY (Tampa FL)
FL
09/12/2013 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
UT
06/20/2011 - 05/16/2013
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
IA
Issued 08/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/03/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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