Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Toth is a financial advisor with Wells Fargo Clearing Services, LLC, with over 15 years of experience in the financial services industry. Andrea holds Series 7 and Series 66 securities licenses as well as the SIE exam. Andrea is registered in 27 states and is active in both the broker-dealer and investment advisor channels. Andrea has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and LaSalle Financial Services, Inc. Andrea specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for businesses and individuals.
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
MI
07/29/2019 - Present
Wells Fargo Clearing Services, LLC (TROY MI)
MI
10/23/2009 - 06/20/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLINTON TOWNSHIP MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (STERLING HEIGHTS MI)
MI
03/24/2008 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (TROY MI)
BOTH
Issued 05/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
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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