Unclaimed
Andrea Migliaccio is a financial professional with over 20 years of experience in the industry. Andrea is currently registered with Santander Securities LLC and is a registered representative and investment advisor representative in Connecticut. Andrea has a wide range of experience working for different firms such as Wells Fargo Advisors Financial Network, LLC, Citizens Securities, Inc., and LPL Financial LLC. Andrea has provided financial advice to individual and corporate clients, helping them to achieve their financial goals. Andrea has also been active in the community and has served on the Colchester Board of Finance. Andrea is committed to providing her clients with the highest level of service and expertise.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
01/02/2019 - Present
Santander Securities LLC (Newington CT)
CT
03/22/2017 - 12/11/2018
CITIZENS SECURITIES, INC. (EAST HAMPTON CT)
CT
10/07/2013 - 11/14/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (COLCHESTER CT)
CT
10/11/2011 - 05/24/2013
LPL FINANCIAL LLC (EAST HARTFORD CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (EAST HARTFORD CT)
CT
12/06/2006 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (MANCHESTER CT)
RI
02/17/1999 - 01/09/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
IA
Issued 10/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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