Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andree? Claim Your ProfileAndree Blain is a financial advisor with over 15 years of experience in the financial services industry. Andree has a broad range of experience, having worked at firms such as J.P. Morgan Securities LLC, Chase Investment Services Corp., WAMU Investments, Inc., and Atlas Securities, Inc. Andree is currently registered with Wells Fargo Clearing Services, LLC. Andree is licensed to conduct business in 25 states and holds Series 6, 7, 63, and 66 licenses. Andree offers financial planning and investment management services to a variety of clients.
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.
1
2
NV
04/06/2017 - Present
Wells Fargo Clearing Services, LLC (RENO NV)
CA
10/01/2012 - 05/29/2015
J.P. MORGAN SECURITIES LLC (CHINO HILLS CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHINO HILLS CA)
CA
06/24/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (MIRA LOMA CA)
CA
04/19/2004 - 01/03/2005
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
BOTH
Issued 01/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2004
Series 6 - Investment Company Products/Variable Contracts 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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