Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Paul weiss is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in NEW YORK, NY. Andrea has been in the financial services industry since January 30, 2000. Andrea has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2009 and has also previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC., UST SECURITIES CORP., and J.P. MORGAN SECURITIES INC. Andrea is registered to provide investment advice in Delaware, Florida, Maine, Massachusetts, New Jersey, New York, South Carolina, and Texas. Andrea is also registered to provide investment advice in New Jersey and New York. Andrea holds the following securities licenses: Series 63, Series 66, and Series 7.
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
NY
03/23/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
02/29/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
07/09/2001 - 03/03/2008
UST SECURITIES CORP. (NEW YORK NY)
NY
01/14/2000 - 06/21/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
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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