Andree Rose is a registered investment advisor, based in Winnemucca, NV, with 25 years of industry experience.
Location
580 Baud Street, Winnemucca, NV, 89445
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Regulatory History (1)
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Employment Separation After Allegations
October 2002Other Business Activities
Andree is a trustee for multiple trusts, a managing member of DRA Rentals LLC (which owns the office building rented to their CPA firm), and a co-trustee for The F.B. and J.W.B. 1982 Living Trust Agreement. Andree is also a managing partner at Drake, Rose & Associates, LLC, a CPA firm, and spends a few hours per week on these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
January 2003 - October 2019 · 16 yrs 9 mos
1st Global Capital CORP.Broker
December 2002 - October 2019 · 16 yrs 10 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2002 - October 2002 · 9 mos
National Planning CorporationBroker
November 2001 - October 2002 · 11 mos
1st Global Capital CORP.Broker
August 2000 - November 2001 · 1 yr 3 mos
State Registrations7 states
AZCOIDMTNVORSD
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.