Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Larrea is a financial professional with experience in the financial services industry since May 1, 2011. Andres is currently registered with Insight Securities, Inc. and Precise Investment Management, Inc. Andres has held previous registrations with Morgan Stanley, Northeast Securities, Inc., and Wells Fargo Advisors, LLC. Andres holds the Series 7, Series 7TO, Series 66, and SIE licenses. Andres specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high net worth individuals, and corporations. Andres is also a freelance tennis coach/instructor.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/12/2024 - Present
Insight Securities, Inc. (Miami FL)
FL
07/07/2015 - 02/05/2021
MORGAN STANLEY (AVENTURA FL)
FL
10/03/2014 - 06/24/2015
NORTHEAST SECURITIES, INC. (MIAMI FL)
FL
01/25/2013 - 09/26/2014
MORGAN STANLEY (MIAMI FL)
FL
12/22/2010 - 01/11/2013
WELLS FARGO ADVISORS, LLC (MIAMI FL)
BOTH
Issued 12/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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