linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrea Servalli

Interactive Brokers Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrea? Claim Your Profile

About Andrea Servalli

Andrea Servalli is a financial professional registered with Interactive Brokers Corp. and Interactive Brokers LLC. Andrea has been in the industry since November 16, 2016. Andrea holds licenses including Series 3, 7, 24, 57 and 63. Andrea has over 24 approved SRO Registrations, 1 approved FINRA Registration and 53 approved state registrations.

Firm Information

Andrea Servalli is currently registered with Interactive Brokers Corp.. Interactive Brokers Corp. is a Corporation formed in 2009-01-16. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

60

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrea Servalli’s Registration & Firm History

CT

06/07/2021 - Present

Interactive Brokers Corp. (GREENWICH CT)

Not sure if Andrea Servalli is right for you?

Licenses & Designations

BC

Issued 06/30/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2017

Series 57 - Securities Trader Exam

BC

Issued 09/21/2017

Series 3 - National Commodity Futures Examination

BC

Issued 11/17/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, 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

Disclosures

There are no public disclosures for Andrea Servalli.
Not sure if Andrea Servalli is right for you?