Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Donaldson is an investment advisor representative with MSH Capital Advisors LLC. Andrea has been in the industry since 2014. Andrea has Series 6, Series 63, Series 65, and SIE licenses and is registered in Arizona. Andrea is a highly experienced financial professional who is dedicated to helping clients achieve their financial goals. Andrea has a proven track record of success in providing financial advice and investment management services. Andrea is committed to providing clients with personalized financial advice and customized investment solutions.
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.
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.
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.
1
2
AZ
04/18/2023 - Present
MSH Capital Advisors LLC (SCOTTSDALE AZ)
AZ
05/21/2021 - 09/20/2021
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
AZ
09/05/2018 - 10/20/2020
LOCKTON INVESTMENT SECURITIES, LLC (Scottsdale AZ)
PA
02/05/2014 - 10/23/2017
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
Issued 10/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrea Donaldson is the right advisor for you? Invested Better is here to help.
