Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Saunders is a financial advisor with over 20 years of experience in the financial services industry. Andrea currently works for Wells Fargo Clearing Services, LLC and is registered with the state of Virginia as both a broker-dealer and an investment advisor representative. Andrea has a wide range of experience in the financial services industry, including working at Davenport & Company LLC and Thompson Davis & Co., Inc. Andrea holds the Series 3, 7, 9, 10, 66, and SIE licenses.
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.
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2
VA
11/04/2013 - Present
Wells Fargo Clearing Services, LLC (GLEN ALLEN VA)
VA
08/12/2002 - 04/15/2003
THOMPSON DAVIS & CO., INC. (RICHMOND VA)
VA
10/18/2001 - 08/16/2002
DAVENPORT & COMPANY LLC (RICHMOND VA)
BOTH
Issued 02/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2007
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/2001
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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