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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew David Perona is a financial advisor with over 29 years of experience in the industry. Andrew is currently registered with LPL Financial LLC, and previously worked with Lincoln Financial Advisors Corporation, Waddell & Reed, and First Command Financial Planning, Inc. Andrew is licensed to provide investment advice in Alaska, Arizona, Idaho, Indiana, and Texas.
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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AZ
08/22/2023 - Present
LPL Financial LLC (PEORIA AZ)
AZ
03/26/2019 - 08/24/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (PEORIA AZ)
AZ
09/24/2007 - 03/28/2019
WADDELL & REED (SCOTTSDALE AZ)
AZ
03/09/1994 - 09/12/2007
FIRST COMMAND FINANCIAL PLANNING, INC. (GLENDALE AZ)
IA
Issued 02/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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