Unclaimed
Andrea Lamari is a financial professional with over 5 years of experience in the securities industry. Andrea has a broad range of experience and holds the Series 7, Series 99TO, Series 24, and Series 63 licenses. Andrea is currently registered with Cuatro Capital Securities LLC and previously worked with VNTR SECURITIES LLC and CARTA SECURITIES, LLC.
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.
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.
1
2
PR
07/24/2024 - Present
Cuatro Capital Securities LLC (San Juan PR)
CA
05/23/2019 - 05/15/2024
VNTR SECURITIES LLC (San Francisco CA)
CA
03/21/2019 - 05/01/2019
CARTA SECURITIES, LLC (SAN FRANCISCO CA)
BC
Issued 05/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/24/2024
Series 99TO - Operations Professional Examination
BC
Issued 03/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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