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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 Stackland-winterer is a financial advisor with over 22 years of experience in the financial services industry. Andrea is a Certified Financial Planner and holds both a Series 7 and Series 66 license. Andrea is registered with Commonwealth Financial Network, a leading independent financial advisor in the United States. Commonwealth Financial Network offers a wide range of financial products and services, including financial planning, investment management, and retirement planning. Andrea Stackland-winterer is committed to helping clients achieve their financial goals.
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.
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MA
12/08/2009 - Present
Commonwealth Financial Network (NEEDHAM MA)
MA
07/10/2000 - 12/08/2009
AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)
MN
07/10/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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