Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Freitas is a financial professional with over 6 years of experience in the financial services industry. Andrea is currently registered with Osaic Wealth, Inc. in Cranston, RI, and is also registered in Massachusetts. Andrea has held previous positions with SAGEPOINT FINANCIAL, INC., SECURIAN FINANCIAL SERVICES, INC., MML INVESTORS SERVICES, LLC and SANTANDER SECURITIES LLC. Andrea has experience providing a variety of financial services including financial planning, pension consulting, and portfolio management for both individuals and businesses. Andrea is committed to helping clients achieve their financial goals and has a proven track record of success.
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.
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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RI
09/01/2023 - Present
Osaic Wealth, Inc. (CRANSTON RI)
RI
08/02/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CRANSTON RI)
MA
09/30/2020 - 08/19/2022
SECURIAN FINANCIAL SERVICES, INC. (Braintree MA)
RI
01/16/2019 - 09/21/2020
MML INVESTORS SERVICES, LLC (EAST PROVIDENCE RI)
MA
02/21/2017 - 11/08/2018
SANTANDER SECURITIES LLC (SWANSEA MA)
BC
Issued 03/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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