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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 Marie Trudeau is a financial advisor who has been in the industry since 1988. Andrea is currently registered with Osaic Wealth, Inc. in California and has been with the firm since June 2024. Prior to that, Andrea was with Securities America, Inc. and Foothill Securities, Inc. Andrea holds the Series 7 and SIE licenses. Andrea is a Chartered Financial Consultant. Andrea has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SAN JOSE CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (SAN JOSE CA)
CA
03/13/2000 - 12/08/2016
FOOTHILL SECURITIES, INC. (SAN JOSE CA)
MA
02/10/1995 - 03/14/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/09/1989 - 02/15/1995
G. R. PHELPS & CO., INC.
IA
11/22/1988 - 11/14/1989
E.I. SALES, INC. (DES MOINES IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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