Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Moran is a financial advisor with LPL Financial LLC. Andrea has been working in the financial industry since July 8, 2013. Andrea has a Series 7 and Series 66 license. Prior to joining LPL Financial LLC, Andrea worked at Waddell & Reed and UBS Financial Services Inc.. Andrea specializes in providing financial planning, portfolio management for businesses and individuals, consulting and other non-discretionary advisory services, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
07/21/2021 - Present
LPL Financial LLC (LYNNWOOD WA)
WA
11/22/2016 - 07/21/2021
WADDELL & REED (LYNNWOOD WA)
WA
01/24/2008 - 06/09/2011
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
BOTH
Issued 12/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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