Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Owen-boyd is a financial advisor with over 14 years of experience in the financial services industry. Andrea has a strong background in providing financial advice to individuals, families, and businesses. Andrea holds the Series 7 and Series 66 licenses and is registered to provide investment advice in Connecticut, Florida, Georgia, New York, and Ohio. Andrea is currently employed by Park Avenue Securities LLC. Prior to joining Park Avenue Securities, Andrea worked with LPL Financial LLC, Invest Financial Corporation, and AXA Advisors, LLC. Andrea has also held positions at Bethpage Federal Credit Union and BrightLight Consulting LLC. Andrea is committed to providing her clients with personalized financial advice that meets their unique needs.
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.
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
NY
03/10/2023 - Present
Park Avenue Securities LLC (GARDEN CITY NY)
NY
02/14/2018 - 02/24/2021
LPL FINANCIAL LLC (HEMPSTEAD NY)
NY
02/02/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (BETHPAGE NY)
NY
07/08/2008 - 11/14/2016
AXA ADVISORS, LLC (WOODBURY NY)
BOTH
Issued 01/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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