Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Cantareira is a financial advisor with LPL Financial LLC in San Diego, CA. Andre has been working in the financial industry since 2001. His primary professional focus is in providing financial services to individuals and families, as well as helping individuals and families manage their investments. Andre also offers pension consulting, financial planning, and educational seminars. Prior to LPL Financial LLC, Andre worked for WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and Wachovia Securities, LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/19/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
MO
08/07/2008 - 04/18/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/01/2008 - 02/20/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
04/11/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
12/10/2005 - 03/13/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CA
05/18/2004 - 11/02/2004
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
CO
10/01/2003 - 05/27/2004
ALPS DISTRIBUTORS, INC. (DENVER CO)
TX
07/14/2003 - 08/26/2003
NFP SECURITIES, INC. (AUSTIN TX)
MO
07/12/2001 - 01/30/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CT
01/12/2001 - 05/07/2001
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
BOTH
Issued 12/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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