Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Steiner is a financial advisor with Consolidated Portfolio Review Corp. Andrea has been in the financial services industry since February 2009. Andrea has a strong background in financial planning and portfolio management. Andrea has worked with a variety of clients, including individuals, families, and businesses. Andrea is committed to providing her clients with personalized financial advice and guidance. Andrea is registered with the state of Nevada. She is a registered representative of Consolidated Portfolio Review Corp. and an investment advisor representative of Consolidated Portfolio Review Corp.
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.
A percentage of the total value of assets under management is charged.
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2
NV
01/10/2023 - Present
Consolidated Portfolio Review Corp. (Incline Village NV)
CA
08/21/2017 - 08/04/2022
WESTERN INTERNATIONAL SECURITIES, INC. (WALNUT CREEK CA)
CA
10/06/2010 - 08/21/2017
FINANCIAL WEST GROUP (WALNUT CREEK CA)
CA
02/16/2009 - 10/12/2010
AXA ADVISORS, LLC (WALNUT CREEK CA)
BOTH
Issued 12/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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