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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 Savva is a financial advisor with RBC Capital Markets, LLC. Andrea has been in the industry since 1998 and is registered in New Jersey, New York, Pennsylvania, and the District of Columbia. Andrea is a Series 6, 7, 63, and 65 licensed representative. Previously, Andrea worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Investment Services, Inc., Quick & Reilly, Inc., Essex National Securities, Inc., and Financial Network Investment Corporation. Andrea has experience working with individual clients, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Andrea provides portfolio management services, financial planning, educational seminars, and selection of other advisors.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NJ
07/13/2018 - Present
RBC Capital Markets, LLC (FLORHAM PARK NJ)
NJ
02/29/2008 - 07/13/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NJ
10/20/2004 - 03/04/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN ROCK NJ)
NY
10/17/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
11/10/1998 - 10/16/2001
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
04/06/1998 - 11/19/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 06/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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