Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Isabel Romero is a financial advisor at Iconiq Capital, LLC. Andrea has been in the industry since 2019 and is registered to provide investment advice in 53 states and the District of Columbia. Andrea holds Series 66, Series 7 and SIE licenses. Andrea has experience working with clients such as charitable organizations, high-net-worth individuals and pooled investment vehicles. Andrea specializes in providing portfolio management and investment 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
1
2
CA
11/26/2024 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
CA
03/21/2019 - 06/15/2020
LPL FINANCIAL LLC (FREMONT CA)
BOTH
Issued 08/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrea Romero is the right advisor for you? Invested Better is here to help.
