Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Helene Matolo is a financial advisor with First Foundation Advisors. Andrea is registered with the state of California and Texas. Andrea has been working in the financial services industry for over 16 years. Andrea holds the Series 66 and Series 7 licenses. Andrea's specializations include retirement planning, college savings, insurance and estate planning. Andrea's experience and expertise make her a valuable resource for clients looking for financial advice.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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CA
10/01/2024 - Present
First Foundation Advisors (IRVINE CA)
CA
08/08/2006 - 05/08/2007
AXA ADVISORS, LLC (WOODLAND HILLS CA)
BOTH
Issued 08/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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