Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Andreini is a financial advisor with Castle Hill Capital Partners, Inc., registered with the state of California, Florida, and New York. Alan has been working in the financial services industry for over 10 years. He is a Series 7 and Series 63 licensed financial advisor and holds the SIE designation. Alan has experience working with various clients, including individuals, families, and businesses. He has a proven track record of success in helping clients achieve their financial goals.
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.
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.
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2
NY
05/01/2024 - Present
Castle Hill Capital Partners, Inc. (NEW YORK NY)
CA
09/24/2020 - 01/02/2024
ATLANTIC - PACIFIC CAPITAL, INC. (San Francisco CA)
CA
02/12/2016 - 08/31/2020
PROBITAS FUNDS GROUP, LLC (SAN FRANCISCO CA)
NY
01/03/2014 - 02/05/2016
FDX CAPITAL LLC (NEW YORK NY)
CT
06/03/2013 - 12/12/2013
CARRINGTON INVESTMENT SERVICES, LLC (OLD GREENWICH CT)
CA
11/06/2002 - 02/18/2003
EBONDTRADE (WALNUT CREEK CA)
BC
Issued 09/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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