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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Borgioli is a financial advisor with J.P. Morgan Securities LLC, based in Santa Barbara, California. Andrea has been in the industry since 2018 and holds Series 63, 65, 7, and SIE licenses. Andrea also provides services for J.P. Morgan Private Wealth Advisors LLC. Previously, Andrea worked at First Republic Securities Company, LLC. Andrea has specialized in a variety of financial planning needs including: retirement planning, college savings, and estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
01/18/2024 - Present
J.p. Morgan Securities LLC (SANTA BARBARA CA)
CA
01/25/2019 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SANTA BARBARA CA)
BC
Issued 03/15/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2019
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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