Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Maldonado carvallo is a financial advisor at LPL Financial LLC, located in TROOPER, PA. Andres Maldonado carvallo is a Registered Representative and Investment Advisor Representative. Andres Maldonado carvallo has been in the financial services industry since 2023. Andres Maldonado carvallo has passed the Series 66, Series 7TO and SIE exams. Andres Maldonado carvallo has a current registration in Pennsylvania. Andres Maldonado carvallo specializes in financial planning, investment planning, retirement planning, education planning, and estate planning. The firm LPL Financial LLC is headquartered in Fort Mill, South Carolina and offers a variety of financial services, including investment management, financial planning, retirement planning, and insurance. LPL Financial LLC has approximately 1,689,150 clients and manages more than $50 billion in assets.
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.
Consulting and other non-discretionary advisory services
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.
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2
PA
03/08/2024 - Present
LPL Financial LLC (TROOPER PA)
BOTH
Issued 03/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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