Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Karsten is an experienced financial professional with over 35 years in the industry. Andrea has a broad range of experience in financial services, having worked with several firms including Dominick & Dominick, Incorporated and First Union Capital Markets Corp. Andrea is currently registered with Wells Fargo Clearing Services, LLC in Michigan and Texas. Andrea offers financial planning and investment consulting services to individuals and businesses.
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.
Investment consulting services to institutional clients
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
MI
08/12/2013 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
NC
03/15/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
WI
06/29/1994 - 04/16/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
MI
04/22/1991 - 04/09/1996
FMB INVESTMENT SERVICES (HOLLAND MI)
CT
10/03/1988 - 04/26/1991
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
NA
10/24/1986 - 10/04/1988
DOMINICK & DOMINICK, INCORPORATED
IA
Issued 11/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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