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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 Calderon Testa is a financial advisor currently working with Morgan Stanley. Andrea has 18 years of experience in the financial services industry and is registered in 47 states. Andrea is a Series 7, Series 63 and Series 65 licensed representative. Prior to joining Morgan Stanley, Andrea was a financial advisor at UBS Financial Services Inc. and J.P. Morgan 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/12/2020 - Present
Morgan Stanley (West Palm Beach FL)
FL
07/18/2019 - 07/06/2020
UBS FINANCIAL SERVICES INC. (WEST PALM BEACH FL)
FL
03/31/2016 - 06/26/2019
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
10/01/2012 - 04/15/2016
J.P. MORGAN SECURITIES LLC (BOCA RATON FL)
FL
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PALM BEACH GARDENS FL)
CA
11/10/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (LIVERMORE CA)
IA
Issued 03/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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