Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Nicole Ellis is a financial advisor at Pinnacle Advisors, with experience in the financial services industry since October 2021. Andrea Ellis is a Certified Financial Planner and holds the Series 7TO and SIE securities licenses. Andrea Ellis is registered to provide investment advisory services in Ohio and has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, 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.
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.
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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OH
11/12/2024 - Present
Pinnacle Advisors (MANSFIELD OH)
OH
10/09/2021 - 01/20/2022
PRUCO SECURITIES, LLC. (ZANESVILLE OH)
BC
Issued 10/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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