Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Francesca Bartolo is an investment advisor representative at Columbia Management Investment Advisers, LLC. Andrea has been in the industry since 2010 and has held previous positions at National Securities Corporation and Ameriprise Financial Services, Inc.. Andrea has a strong background in the industry, and is licensed to conduct business in Texas. The advisor's specializations include asset allocation, mutual fund selection, fixed income, equity, and investment strategies. Andrea Bartolo is a registered representative with FINRA and is also registered as an investment advisor representative in Texas.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
03/31/2015 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
01/31/2012 - 06/01/2012
NATIONAL SECURITIES CORPORATION (NEWTON MA)
MA
09/30/2010 - 10/31/2011
AMERIPRISE FINANCIAL SERVICES, INC. (CHELMSFORD MA)
BOTH
Issued 06/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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