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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Maria Del galdo is a financial advisor based in PHOENIX, AZ. Andrea has been working in the financial industry since 1995. She currently works for LPL Financial LLC and has been with them since 2020. Previously, Andrea worked for several firms, including FSC Securities Corporation, Royal Alliance Associates, Inc., and Woodbury Financial Services, Inc. Andrea holds the following licenses: Series 7, Series 63, Series 24, Series 52TO, and Series 53. She is also a registered representative with FINRA and is licensed in the state of Arizona. Andrea specializes in providing financial advice 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.
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.
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2
AZ
05/28/2020 - Present
LPL Financial LLC (PHOENIX AZ)
GA
07/18/2019 - 05/18/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/20/2019 - 05/18/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
03/20/2019 - 05/18/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
03/14/2019 - 05/18/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
11/08/2017 - 02/22/2019
AMERIPRISE FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
05/21/2008 - 08/11/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
08/21/2006 - 05/20/2008
AIG FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
06/06/2006 - 08/21/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
10/24/2005 - 05/22/2006
FIXED INCOME SECURITIES, LP (PHOENIX AZ)
TX
04/25/2003 - 06/09/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CT
02/17/1999 - 03/17/2003
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
NY
11/24/1987 - 12/12/1988
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/07/1987 - 08/29/1987
KLEINWORT, BENSON INCORPORATED
NA
07/31/1985 - 12/10/1986
PAINEWEBBER INCORPORATED
NA
07/20/1983 - 03/15/1985
RUSSELL & CO
BC
Issued 02/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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