Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrea Rachel Hammerling

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrea? Claim Your Profile

About Andrea Rachel Hammerling

Andrea Rachel Hammerling is a financial advisor at Charles Schwab & CO., Inc. Andrea has been working in the financial industry since 2007. Andrea is registered to provide investment advisory services in Connecticut. Andrea's previous firms include TD Ameritrade, Inc., RBC Capital Markets, LLC, Securities Service Network, Inc., Directed Services LLC, ING America Equities, Inc., ING Investment Advisors, LLC, Systematized Benefits Administrators, Inc., ING Financial Advisers, LLC, Phoenix Equity Planning Corporation, PaineWebber Incorporated and Hartford Equity Sales Company Inc.

Firm Information

Andrea Hammerling is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrea Hammerling’s Registration & Firm History

CT

02/26/2020 - Present

Charles Schwab & CO., Inc. (West Hartford CT)

CT

10/30/2015 - 02/11/2020

TD AMERITRADE, INC. (WEST HARTFORD CT)

CT

05/27/2014 - 09/18/2014

RBC CAPITAL MARKETS, LLC (GLASTONBURY CT)

CT

01/04/2013 - 11/14/2013

SECURITIES SERVICE NETWORK, INC. (WETHERSFIELD CT)

CT

10/22/2012 - 12/17/2012

SECURITIES SERVICE NETWORK, INC. (WETHERSFIELD CT)

CT

09/13/2011 - 01/17/2012

DIRECTED SERVICES LLC (WINDSOR CT)

PA

09/08/2011 - 01/17/2012

ING AMERICA EQUITIES, INC. (WEST CHESTER PA)

CT

08/03/2010 - 01/17/2012

ING INVESTMENT ADVISORS, LLC (WINDSOR CT)

CT

08/03/2010 - 01/17/2012

SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)

CT

07/22/2010 - 01/17/2012

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

CT

03/15/2006 - 01/16/2009

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

NJ

08/28/1998 - 10/18/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

CT

12/05/1996 - 09/14/1998

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

Not sure if Andrea Rachel Hammerling is right for you?

Licenses & Designations

BOTH

Issued 12/14/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/28/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/03/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrea Rachel Hammerling.
Not sure if Andrea Rachel Hammerling is right for you?