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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 Wisekal is a financial advisor with LPL Financial LLC in SAN DIEGO, CA. Andrea has been in the financial industry since 2008 and is registered with the state of North Carolina. Andrea has been registered with LPL Financial LLC since 2022 and has also previously worked for Stifel, Nicolaus & Company, Incorporated, and WELLS FARGO CLEARING SERVICES, LLC. Andrea is a Series 7 and Series 66 licensed advisor and holds the Series 9 and Series 10 principal exams.
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.
Consulting and other non-discretionary advisory services
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
04/20/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
09/17/2021 - 05/16/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (Greensboro NC)
NC
02/04/2008 - 09/13/2021
WELLS FARGO CLEARING SERVICES, LLC (GREENSBORO NC)
BOTH
Issued 04/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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