Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Randazzo is a financial advisor at UBS Financial Services Inc. Andrea has been working in the financial industry since 2014, and has experience working with Transamerica Financial Advisors, Inc, World Financial Group, Inc, and Geneos Wealth Management. Andrea holds Series 6, 63, and 65 licenses and is registered to provide investment advice in Arizona, California, Colorado, Texas, and Utah. Andrea specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
CO
11/10/2023 - Present
UBS Financial Services Inc. (DENVER CO)
CO
04/21/2022 - 11/14/2023
GENEOS WEALTH MANAGEMENT, INC. (ARVADA CO)
CO
04/16/2014 - 04/22/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (Englewood CO)
BC
Issued 05/24/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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