Unclaimed
Andrea Maria Castano andrade is a financial advisor with over two years of experience in the financial services industry. Andrea is currently registered as a representative of Blackrock Investment Management, LLC, with branch offices in Princeton, NJ and New York, NY. Andrea holds several securities licenses, including Series 7, Series 63, and Series 66. Prior to joining Blackrock, Andrea was affiliated with BOFA SECURITIES, INC. Andrea has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Andrea provides a range of financial services, including portfolio management, investment advisory services, and financial planning.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
05/03/2024 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
09/21/2021 - 01/18/2024
BOFA SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 05/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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