Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Klipfel is a financial advisor with over 20 years of experience in the industry. Andrea is registered with J. W. Cole Advisors, Inc. in California and Florida. Andrea specializes in providing financial planning, portfolio management and educational seminars. Andrea has experience working with 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.
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.
Hourly & fixed rate consulting
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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CA
08/29/2024 - Present
J. W. Cole Advisors, Inc. (Paso Robles CA)
CA
03/07/2023 - 08/29/2024
GROVE POINT INVESTMENTS, LLC (Paso Robles CA)
CA
11/08/2019 - 03/08/2023
INDEPENDENT FINANCIAL GROUP, LLC (PASO ROBLES CA)
CA
09/28/2016 - 11/25/2019
LPL FINANCIAL LLC (PASO ROBLES CA)
CA
03/15/2013 - 09/29/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PASO ROBLES CA)
CA
11/18/2005 - 03/21/2013
EDWARD JONES (MORRO BAY CA)
NY
04/18/2005 - 11/28/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
02/19/2003 - 04/20/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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