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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 Elise Longhi is an investment advisor representative with Creative Planning. Andrea Longhi is registered with the state of Illinois, has an active IA scope and inactive BC scope. Andrea Longhi previously worked at Raymond James Financial Services, Inc. Andrea Longhi's current registrations include Series 65 and Series 63. Andrea Longhi is also licensed with the Series 7 and SIE. Andrea Longhi has experience in the financial services industry since 2013. Andrea Longhi is associated with the following firms: Creative Planning and Raymond James Financial Services, Inc..
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.
1
2
KS
01/31/2022 - Present
Creative Planning (OVERLAND PARK KS)
IL
05/12/2017 - 10/15/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (OAK BROOK IL)
IA
Issued 01/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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