Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Beth Sheikh is a financial advisor with over 17 years of experience in the financial services industry. Andrea has held various positions at firms such as NYLIFE Securities LLC, Lincoln Financial Advisors Corporation, and SagePoint Financial, Inc. Currently, Andrea is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc., in Palm City, Florida. Andrea holds the Series 66, Series 7, Series 24 and SIE licenses. Andrea is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (PALM CITY FL)
FL
05/06/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PALM CITY FL)
FL
06/21/2018 - 05/09/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (BOCA RATON FL)
NY
01/03/2013 - 01/24/2018
NYLIFE SECURITIES LLC (NEW YORK NY)
PA
05/08/2010 - 10/19/2012
MANAGED ACCOUNT SERVICES, LLC (MALVERN PA)
FL
03/27/2006 - 05/12/2010
JESUP & LAMONT SECURITIES CORP (BOCA RATON FL)
CT
07/21/2004 - 03/06/2006
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 08/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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