Unclaimed
Andrea Lynn Pine is a financial advisor with Cornerstone Wealth. Andrea has been working in the financial services industry since 2008. Andrea is licensed to provide investment advice in North Carolina. Andrea is also a Registered Representative of Cornerstone Wealth Group, LLC. Andrea specializes in providing financial planning and investment management services to individuals, families, and businesses.
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.
Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions
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.
Revenue sharing on eligible credit and cash management solutions
1
2
NC
06/22/2023 - Present
Cornerstone Wealth (Huntersville NC)
NC
05/17/2013 - 11/08/2017
LPL FINANCIAL LLC (GREENSBORO NC)
SC
09/05/2012 - 02/21/2013
LPL FINANCIAL LLC (FORT MILL SC)
NC
07/08/2008 - 07/20/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (GREENSBORO NC)
IA
Issued 06/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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