Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Grosso is a registered representative with LPL Financial LLC in Olympia, WA. Andrea has been working in the financial services industry since 2018 and holds Series 7, 31, and 66 licenses. Andrea has experience with Fidelity Brokerage Services LLC and Sanford C. Bernstein & Co., LLC and has been registered with the state of Washington as well as 17 other states. Andrea specializes in providing a wide range of investment advisory services for individuals and businesses.
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
01/10/2025 - Present
LPL Financial LLC (OLYMPIA WA)
WA
01/10/2023 - 04/23/2024
FIDELITY BROKERAGE SERVICES LLC (TUKWILA WA)
WA
09/18/2018 - 03/23/2022
SANFORD C. BERNSTEIN & CO., LLC (SEATTLE WA)
BOTH
Issued 10/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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