Nicole Andre (CRD# 4670873) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Center Valley, PA and has over 19 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Center Valley, PA | Aug 2020 - Current | 3 |
| Citizens Securities, Inc. | Fort Washington, PA | Sep 2019 - Jul 2020 | < 1 |
| Lincoln Investment | Bethlehem, PA | Jul 2017 - Sep 2019 | 2 |
| Scottrade | Easton, PA | May 2003 - Jun 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- PA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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