Unclaimed
Christopher D'andrea is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been working in the financial services industry since 1997. Christopher holds Series 6, 7, 63, and 65 securities licenses. Christopher is registered to provide financial advice in 10 states, including Florida, Georgia, New York, and Connecticut. Christopher specializes in providing financial advice to individuals, families, and businesses. Christopher also provides financial planning, portfolio management, and retirement planning services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/02/2009 - Present
Ameriprise Financial Services, LLC (Palm Bay FL)
FL
08/07/2009 - 10/20/2011
SECURITIES AMERICA, INC. (OVIEDO FL)
FL
10/01/2000 - 07/01/2009
WELLS FARGO ADVISORS, LLC (TITUSVILLE FL)
NC
06/09/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
09/15/1997 - 06/06/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
03/24/1997 - 07/03/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/24/1997 - 07/03/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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