Unclaimed
Andrea Reckell reiners is a financial advisor who has been active in the industry since 1987. Andrea is currently registered with LPL Financial LLC. Andrea has a wide range of experience, having worked for various financial institutions including CUNA Brokerage Services, Inc., Home Life Insurance Company, and W. S. Griffith & Co., Inc. Andrea is registered to provide financial advice in 11 states.
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.
1
2
AZ
01/20/2025 - Present
LPL Financial LLC (SCOTTSDALE AZ)
IA
02/20/1991 - 02/02/2006
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
11/30/1989 - 10/31/1990
HOME LIFE INSURANCE COMPANY
CT
11/30/1989 - 10/31/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NJ
07/15/1987 - 08/24/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
12/08/1986 - 07/15/1987
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BOTH
Issued 09/09/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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