Unclaimed
Andrea Pineda is a financial advisor with J.P. Morgan Securities LLC. Andrea has been in the financial services industry for over 15 years. Andrea is registered with the state of Texas and holds Series 6, 7, 63, and 65 licenses. Andrea is an active investment advisor representative and has a wide range of experience in providing financial advice to individuals, families, and businesses. Andrea has a strong understanding of the investment markets and is dedicated 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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/08/2014 - Present
J.p. Morgan Securities LLC (San Antonio TX)
TX
09/25/2007 - 12/11/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/24/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
12/07/2006 - 04/24/2007
FIRST INVESTORS CORPORATION (SAN ANTONIO TX)
IA
Issued 03/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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