Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Cordoba is an investment advisor representative with Fidelity Personal And Workplace Advisors. Andres has been working in the financial services industry since 2008. Andres is registered to provide investment advisory services in Georgia, New Jersey, New York, North Carolina, South Carolina, Tennessee, and Texas. Andres holds a Series 7, Series 66, and SIE securities license. Andres has experience working at UBS Financial Services Inc, TD Ameritrade, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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.
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2
NC
08/21/2024 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
NC
10/07/2016 - 07/28/2022
TD AMERITRADE, INC. (CHARLOTTE NC)
NC
09/06/2013 - 10/21/2016
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NJ
08/11/2011 - 08/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
11/11/2008 - 04/26/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
02/28/2008 - 08/11/2008
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
09/18/2007 - 02/29/2008
PNC INVESTMENTS (EAST BRUNSWICK NJ)
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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