Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Spatz is a financial advisor with over 30 years of experience in the financial services industry. Andrea is a Certified Financial Planner and has a broad range of experience working with individuals, families, and businesses. Andrea is currently affiliated with LPL Financial LLC and Lewis M. Wallensky Associates. Andrea has a strong track record of success in helping clients achieve their financial goals.
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
CA
04/17/2018 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
03/08/2000 - 11/29/2017
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MA
11/03/1993 - 03/20/2000
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CA
07/19/1993 - 09/22/1993
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 07/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1992
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/23/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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