Andrea Kaye Freedman

Current Employers

Employment History

• 11/2017 → 11/2017
  Ims Securities, Inc.
  Houston, TX
• 03/2009 → Present
  Westpark Wealth Advisors, Inc.
  Houston, TX
• 11/2017 → Present
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2004-07-23 → 2009-03-19
  Stanford Group Company
  Houston, TX
  Houston, TX
• 1996-02-20 → 2004-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Other Businesses

1) Name of Business: Westpark Wealth Advisors. Investment related. Address: 13111 Westheimer Rd., Suite 475, Houston, TX 77077. Nature of Business: Investment Advisory Services. Position/Title/Relationship: IAR. Start Date: 03/2009. Hours per month: 90. Hours per month during Securities trading hours: 40. Duties/Responsibilities: Discretionary investment accounts for clients using mutual funds and ETF's in diversified portfolios using allocations in line with each client's risk tolerance. 2) Susanne Glasscock School of Continuing Studies, Non-Investment related, 6100 Main St., Houston, TX 77005, Oversee instructors & educational content for the CFP(R) Graduate Certificate Program & prepare the students to still for the CFP(R) exam. Instructor for General Principles & Case Studies classes within the course, Independent Contractor, Co Academic Director & Instructor for the CFP(R) Graduate Certificate Program , Start Date 08/01/2011, 20 hours/month, 0 hours during securities trading hours, Teach & ensure understanding of the Student Centered Learning Objectives provided by the CFP(R) Board to students enrolled in the program. Oversee & assist instructors teaching various courses in the program. Support students as needed to successfully complete the program.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-06
• S63 Uniform Securities Agent State Law Examination
  1993-02-09

Designations

Other Names

• Andrea Kaye Berger
• Andrea K Fulton
• Andrea Kaye Freedman
• Andrea K Berger