Unclaimed
Andre Gilberto Pineda is an investment advisor representative with Cary Street Partners, a firm that has been in business for over 75 years and has a strong track record of success in providing investment advice to both individuals and institutions. Andre has been in the financial services industry since 2002 and has a deep understanding of the markets. Andre has a broad range of experience in providing investment advice, including financial planning, portfolio management, and retirement planning. Andre is committed to providing clients with personalized service and helping them reach 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Revenue sharing with certain third parties
1
2
VA
06/22/2007 - Present
Cary Street Partners (FREDERICKSBURG VA)
VA
01/26/2006 - 06/28/2007
WACHOVIA SECURITIES, LLC (FREDERICKSBURG VA)
MD
10/10/2002 - 09/02/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andre Pineda is the right advisor for you? Invested Better is here to help.