Unclaimed
Andrea Hastings has been a financial advisor for over 25 years. Andrea is currently registered with Cambridge Investment Research Advisors, Inc. and has been with them since 2017. Andrea has a wide range of experience in the financial industry, having previously worked with National Planning Corporation, Medallion Investment Services, Inc. and Securities Service Network, Inc.. Andrea is also a registered representative with FINRA.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
07/31/2019 - Present
Cambridge Investment Research Advisors, Inc. (Ocean Park MD)
MD
12/01/2009 - 10/24/2017
NATIONAL PLANNING CORPORATION (OCEAN CITY MD)
MD
01/04/1999 - 12/01/2009
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
TN
09/22/1998 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
BC
Issued 02/18/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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