Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Livingston is a financial professional with over 10 years of experience in the industry. Andrea is currently registered with Charles Schwab & CO., Inc. as a Registered Representative. Andrea previously worked for Vanguard Marketing Corporation in Scottsdale, Arizona. Andrea is licensed to provide investment advice in California and holds the Series 6, Series 63, and Series 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
10/15/2018 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
12/05/2007 - 02/16/2011
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 05/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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