Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Dellisanti is a financial advisor with RBC Capital Markets, LLC. Andrea has been in the financial industry since July 2006. Andrea is registered with FINRA and holds the Series 63, Series 7, and SIE licenses. Andrea is licensed in 30 states and is registered to offer securities and investment advisory services in those states. Andrea specializes in providing financial planning, portfolio management, and retirement planning services. Andrea has experience working with a variety of clients, including individuals, families, businesses, and institutions. Andrea is committed to providing her clients with personalized financial advice and guidance.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/18/2018 - Present
RBC Capital Markets, LLC (BOCA RATON FL)
FL
03/14/2012 - 05/23/2018
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
08/11/2011 - 01/17/2012
AXA ADVISORS, LLC (BOCA RATON FL)
NY
01/03/2003 - 02/25/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
11/23/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 04/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2011
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 PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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