Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Shieh is a financial advisor in Newport Beach, California. Andrea has been working in the financial industry since 2006. Andrea is a Certified Financial Planner and has worked for several firms including Merrill Lynch, Pierce, Fenner & Smith, Inc., The Leaders Group, Inc., and Morgan Stanley Smith Barney. Currently Andrea works for Mercer Global Advisors Inc. as a Registered Representative. Andrea has a strong understanding of financial markets and is dedicated to helping clients reach their financial goals. Andrea's specialties include Retirement Planning, College Savings, Estate Planning, and Insurance.
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.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
1
2
CA
07/24/2024 - Present
Mercer Global Advisors Inc. (Newport Beach CA)
CO
03/20/2019 - 07/01/2024
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
07/06/2012 - 07/11/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
03/20/2012 - 07/19/2012
BARCLAYS CAPITAL INC. (LOS ANGELES CA)
CA
06/01/2009 - 03/28/2012
MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)
CA
09/22/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
NY
05/26/2006 - 06/02/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 09/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Andrea Shieh is the right advisor for you? Invested Better is here to help.
