Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Modica is a financial advisor associated with Lincoln Investment. Andrea has been in the financial services industry since September 1997. Andrea is registered to provide investment advice in 20 states and is also registered with FINRA. Andrea specializes in providing financial planning, portfolio management, and retirement planning for individuals and businesses.
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.
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.
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
FL
03/11/2016 - Present
Lincoln Investment (Tallahassee FL)
FL
12/28/2015 - 03/14/2016
SIGNATOR INVESTORS, INC. (Boca Raton FL)
FL
09/09/2002 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (Boca Raton FL)
CA
09/01/2000 - 09/11/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IN
08/05/1998 - 09/01/2000
CONSECO SECURITIES, INC. (CARMEL IN)
IN
10/14/1997 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IN
09/16/1997 - 10/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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