Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Deeley is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrea has been in the industry since June 21, 2001. Andrea is also a registered Investment Advisor Representative with Merrill Lynch. Prior to joining Merrill Lynch, Andrea was employed by J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WELLS FARGO ADVISORS, LLC and MORGAN STANLEY DW INC. Andrea holds Series 7, 31, and 63 securities licenses as well as a Series 65 investment advisor license. Andrea is registered in 10 states and has a special focus on the investment needs of individuals, businesses, insurance companies, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth individuals. Andrea has a wide range of experience and expertise in providing financial advice and investment management services. Andrea has a strong track record of success in 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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
04/03/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLOWER MOUND TX)
TX
10/01/2012 - 04/04/2023
J.P. MORGAN SECURITIES LLC (IRVING TX)
TX
06/04/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LEWISVILLE TX)
TX
09/19/2005 - 10/18/2011
WELLS FARGO ADVISORS, LLC (DALLAS TX)
NY
11/09/2000 - 09/20/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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