Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Clee is a financial professional with over 25 years of experience in the industry. Andrea is currently registered with Fidelity Brokerage Services LLC. Andrea has a diverse background having worked previously with firms like Pershing Advisor Solutions LLC, Pershing LLC, and Charles Schwab & Co., Inc.. Andrea holds multiple licenses and designations, including Series 7, Series 9, Series 10, and Series 63. Andrea is committed to providing clients with personalized financial advice and guidance.
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.
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.
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2
RI
08/04/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
FL
06/25/2018 - 06/01/2021
PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)
FL
06/11/2010 - 06/26/2018
PERSHING LLC (LAKE MARY FL)
FL
12/04/1997 - 06/07/2010
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
NY
09/04/1997 - 11/07/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 12/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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