Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Goldstein is a financial advisor with Stifel, Nicolaus & Company, Inc. Andrea has been in the financial services industry since 1991 and has worked at several firms including Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Andrea is registered with the state of Texas and is pending registration in California. Andrea has passed the Series 7, Series 63 and SIE exams. Andrea specializes in providing financial planning, portfolio management and investment advisory services to a variety of clients including individuals, corporations and charitable organizations.
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.
1
2
CA
09/01/2016 - Present
Stifel, Nicolaus & Company, Inc. (WESTLAKE VILLAGE CA)
CA
01/01/2008 - 09/14/2016
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
CA
05/25/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHERMAN OAKS CA)
NY
10/19/1995 - 04/10/1998
GARBAN CORPORATES GP (NEW YORK NY)
NY
06/10/1991 - 10/16/1995
CEDAR STREET SECURITIES CORP. (NEW YORK NY)
NY
04/30/1991 - 06/10/1991
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NA
06/18/1985 - 04/30/1991
MABON, NUGENT & CO.
BC
Issued 08/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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