Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Andreotta is a financial professional with experience in the financial industry. Adrian is currently registered with Osaic Institutions, Inc. and holds licenses for both broker-dealer and investment advisor roles. Adrian has worked for several prominent firms including LPL Financial LLC and Wells Fargo Clearing Services, LLC. Adrian has a solid educational foundation and holds the Series 6, 7, and 63 licenses as well as the Series 65 license. Adrian is a Certified Financial Planner and has experience in financial planning, portfolio management for individuals and businesses, and providing solicitation services for other advisors. Adrian is dedicated to providing financial guidance to individuals, businesses, and charitable organizations.
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.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
CT
01/27/2023 - Present
Osaic Institutions, Inc. (Southington CT)
CT
01/27/2017 - 02/13/2023
LPL FINANCIAL LLC (BLOOMFIELD CT)
CT
10/28/2011 - 02/01/2017
WELLS FARGO CLEARING SERVICES, LLC (BLOOMFIELD CT)
IA
Issued 11/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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