Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrei? Claim Your ProfileAndrei Livadariu is a financial advisor with over 18 years of experience in the industry. Andrei is currently registered with Robert W. Baird & Co. Inc. in Denver, Colorado. Previously, Andrei was registered with Oppenheimer & Co. Inc., Piper Jaffray & Co., Green Manning & Bunch, Ltd., GCA Savvian Advisors, LLC, Salomon Smith Barney Inc. and Warburg Dillon Read LLC. Andrei has passed multiple industry exams including Series 7, Series 24, Series 63, Series 79 and SIE. Andrei has experience providing a wide range of financial services including portfolio management, financial planning, and pension consulting.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CO
03/10/2023 - Present
Robert W. Baird & Co. Inc. (DENVER CO)
CO
12/03/2019 - 03/03/2023
OPPENHEIMER & CO. INC. (DENVER CO)
CA
08/13/2013 - 11/25/2019
PIPER JAFFRAY & CO. (SAN FRANCISCO CA)
CO
11/01/2010 - 08/12/2013
GREEN MANNING & BUNCH, LTD. (DENVER CO)
CA
05/17/2006 - 07/09/2009
GCA SAVVIAN ADVISORS, LLC (SAN FRANCISCO CA)
NY
08/23/2000 - 12/12/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/23/1999 - 04/12/2000
WARBURG DILLON READ LLC (NEW YORK NY)
BC
Issued 06/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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