Unclaimed
Andrew Villafranca is a financial advisor registered with LPL Financial LLC. Andrew has been in the financial industry since 2015. Andrew holds a Series 66, Series 7, and SIE license and is a Certified Financial Planner. Andrew has experience with Wells Fargo Advisors Financial Network, LLC, XML Securities, and Morgan Stanley. Andrew currently has branch office locations in Arlington, VA and Bethesda, MD.
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.
1
2
VA
02/16/2024 - Present
LPL Financial LLC (ARLINGTON VA)
MD
09/01/2021 - 02/16/2024
XML SECURITIES (BETHESDA MD)
MD
10/15/2018 - 08/31/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BETHESDA MD)
DC
09/15/2015 - 10/09/2018
MORGAN STANLEY (WASHINGTON DC)
BOTH
Issued 12/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Villafranca is the right advisor for you? Invested Better is here to help.