Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Gilbert is a financial advisor with over 8 years of experience in the financial services industry. Andrea is currently registered with First Citizens Investor Services, Inc. in Arizona. Andrea is a Series 7, 66 and SIE licensed professional. Prior to her current role, Andrea was a financial advisor with LPL Financial LLC, Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Edward Jones. Andrea's primary focus is on providing financial planning and portfolio management services to individuals and businesses. She also offers other services, such as selection of other advisers and portfolio management for businesses and individuals. Andrea is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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AZ
05/30/2024 - Present
First Citizens Investor Services, Inc. (Phoenix AZ)
AZ
10/18/2021 - 01/19/2023
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
08/18/2016 - 10/12/2021
WELLS FARGO CLEARING SERVICES, LLC (SUN CITY AZ)
AZ
03/27/2015 - 07/26/2016
J.P. MORGAN SECURITIES LLC (SURPRISE AZ)
AZ
07/30/2014 - 11/17/2014
EDWARD JONES (SUN CITY WEST AZ)
BOTH
Issued 09/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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