Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Robia is a registered investment advisor representative at Frost Investment Services. Andrea has been in the financial services industry since July 26, 2018 and is currently registered with the state of Texas. Andrea is Series 63, Series 7, and SIE licensed. Andrea has experience working with a range of clients, including individuals, corporations, and charitable organizations. Frost Investment Services provides financial planning, portfolio management for individuals and businesses, and other financial services. Andrea's focus is on providing comprehensive financial advice to help clients meet 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.
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.
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2
TX
01/28/2022 - Present
Frost Investment Services (Fort Worth TX)
BC
Issued 09/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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