Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andreina? Claim Your ProfileAndreina Franceschi Ochoa is a registered representative with Oppenheimer & Co. Inc. with experience in the financial services industry since January 11, 2018. Andreina Franceschi Ochoa has passed the Series 7, Series 66, and SIE exams. Andreina Franceschi Ochoa is registered in 12 states, including Arizona, California, Colorado, Delaware, Florida, Louisiana, New York, Texas, Utah, Virginia, and Washington. Prior to working at Oppenheimer & Co. Inc., Andreina Franceschi Ochoa was employed by Wells Fargo Clearing Services, LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
04/22/2021 - Present
Oppenheimer & Co. Inc. (THE WOODLANDS TX)
TX
01/12/2018 - 04/26/2021
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
BOTH
Issued 05/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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