Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarisa? Claim Your ProfileClarisa S. Andrade is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Oxnard, California. Clarisa has been in the industry since February 2010. Clarisa holds Series 7, Series 66 and SIE licenses. Clarisa is also registered with the state of California. Clarisa has previously worked at Wells Fargo Advisors Financial Network, LLC and Wells Fargo Investments, LLC. Clarisa specializes in working with individuals, businesses, trusts, estates, charitable organizations, pensions and profit sharing plans, insurance companies, and state or municipal government entities. Clarisa provides a variety of financial services, including investment advice, portfolio management, and financial planning.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
03/01/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OXNARD CA)
CA
04/08/2022 - 04/11/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CAMARILLO CA)
CA
09/29/2008 - 07/13/2009
WELLS FARGO INVESTMENTS, LLC (VENTURA CA)
BOTH
Issued 10/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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