Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Rebecca O'Rourke is a financial advisor with Northwestern Mutual Investment Services, LLC, based in Sioux Falls, South Dakota. Andrea has been in the financial services industry since 2021. Andrea holds Series 6, 7, 63, and SIE licenses. She is registered to conduct business in Iowa, Minnesota, and South Dakota. Andrea previously worked for U.S. BANCORP INVESTMENTS, INC. in Sioux Falls.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
SD
02/11/2022 - Present
Northwestern Mutual Investment Services, LLC (SIOUX FALLS SD)
SD
08/09/2021 - 12/10/2021
U.S. BANCORP INVESTMENTS, INC. (SIOUX FALLS SD)
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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