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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Brown is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a large broker-dealer with offices across the United States. Andrea has been in the industry since 2007 and has a strong track record of providing investment advice to clients. Andrea is registered to provide investment advice in Alabama, New Jersey, and Texas. Andrea has passed the Series 7, Series 31, and Series 66 exams. Andrea is a licensed agent, investment advisor representative, and registered representative. Andrea has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Andrea is committed to providing her clients with personalized financial advice and investment management services.
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
AL
03/20/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLORENCE AL)
AL
06/01/2009 - 02/01/2012
MORGAN STANLEY SMITH BARNEY (FLORENCE AL)
AL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FLORENCE AL)
AL
03/30/2007 - 04/02/2007
MORGAN STANLEY DW INC. (HUNTSVILLE AL)
BOTH
Issued 04/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/28/2007
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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