Unclaimed
Andrea Albu is a Registered Representative and Investment Advisor Representative. Andrea has over 25 years of experience in the financial services industry. Andrea is currently registered with THE Strategic Financial Alliance, Inc. where she has been employed since March 2012. Before that Andrea worked for SunTrust Investment Services, Inc., FSC Securities Corporation, World Group Securities, Inc., Key Investment Services LLC, McDonald Investments Inc., Key Investments Inc. and Key Clearing Corp..
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.
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.
1
2
GA
04/20/2012 - Present
THE Strategic Financial Alliance, Inc. (ATLANTA GA)
GA
02/24/2009 - 10/20/2011
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
02/20/2008 - 12/12/2008
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
09/21/2007 - 10/10/2007
WORLD GROUP SECURITIES, INC. (DULUTH GA)
OH
01/03/2006 - 03/28/2006
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
07/18/2000 - 01/04/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/14/1999 - 07/19/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
04/15/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
OH
01/31/1996 - 04/18/1997
KEY CLEARING CORP. (BROOKLYN OH)
CA
05/05/1992 - 06/06/1995
FN INVESTMENT CENTER (SACRAMENTO CA)
BOTH
Issued 07/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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