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Andrea Noreen Stack

Fidelity Brokerage Services LLC

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About Andrea Noreen Stack

Andrea Noreen Stack is a financial advisor with over 6 years of experience in the industry. Andrea is currently registered with Fidelity Brokerage Services LLC, a FINRA and SEC regulated firm. Andrea's previous experience includes roles at Charles Schwab & Co., Inc. and PNC Investments. Andrea has a strong background in securities, investment company products and variable contracts and holds the Series 6, 7, 63, 66 and SIE licenses. Andrea is registered to provide investment advice in 53 states and the District of Columbia.

Firm Information

Andrea Stack is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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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Andrea Stack’s Registration & Firm History

RI

03/30/2023 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

VA

09/04/2018 - 03/14/2023

CHARLES SCHWAB & CO., INC. (Reston VA)

PA

02/03/2017 - 06/19/2018

PNC INVESTMENTS (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 09/09/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Andrea Noreen Stack.
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