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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 Sperduto is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Andrea is registered in 18 states and has been in the financial industry since 2001. Andrea previously worked with Wells Fargo Clearing Services, LLC and Morgan Stanley. Andrea also holds Series 7, Series 63 and SIE licenses. Andrea specializes in working with individuals, businesses, charitable organizations, pension and profit-sharing plans, insurance companies, banking or thrift institutions, and state or municipal government entities.
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.
Investment consulting services to institutional clients
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
10/19/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SAN DIEGO CA)
CA
02/27/2015 - 10/19/2023
WELLS FARGO CLEARING SERVICES, LLC (RANCHO SANTA FE CA)
CA
06/01/2009 - 03/11/2015
MORGAN STANLEY (RANCHO SANTE FE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RANCHO SANTE FE CA)
CA
03/07/2001 - 04/02/2007
MORGAN STANLEY DW INC. (RANCHO SANTE FE CA)
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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