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Irina V Andreasen

Flagship Harbor Advisors, LLC

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About Irina V Andreasen

Irina Andreasen is a financial advisor with Flagship Harbor Advisors, LLC, an independent investment advisor firm. Irina has over 20 years of experience in the financial services industry. Irina is dedicated to providing personalized financial advice and investment management services to individuals, families, and small businesses. Irina specializes in investment planning, retirement planning, and college savings planning. Irina is committed to helping clients achieve their financial goals.

Firm Information

Irina Andreasen is currently registered with Flagship Harbor Advisors, LLC. Flagship Harbor Advisors, LLC is a Boston, MA-based registered investment advisor with approximately $3 billion in assets under management. The firm offers financial planning, portfolio management for individuals, and educational seminars. Flagship Harbor Advisors, LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm also participates in wrap fee programs.
Flagship Harbor Advisors, LLC

346 COMMERCIAL STREET

BOSTON, MA 02109

$3.01B

Assets Under Management

27

Total Clients

51

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Irina Andreasen’s Registration & Firm History

NH

06/16/2015 - Present

Flagship Harbor Advisors, LLC (HAMPTON NH)

NH

12/18/2013 - 06/12/2015

EDWARD JONES (DOVER NH)

NJ

01/03/2013 - 12/16/2013

PRUCO SECURITIES, LLC. (NEWARK NJ)

CT

03/07/2011 - 01/03/2013

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

VA

12/17/2009 - 01/24/2011

CAPITAL BROKERAGE CORPORATION (RICHMOND VA)

VA

01/09/2007 - 07/24/2009

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

VA

11/29/2005 - 11/28/2006

METLIFE SECURITIES INC. (FAIRFAX VA)

VA

11/29/2005 - 11/28/2006

METROPOLITAN LIFE INSURANCE COMPANY (FAIRFAX VA)

NJ

09/25/2003 - 12/31/2005

CITISTREET EQUITIES LLC (SOMERSET NJ)

MA

08/01/2003 - 10/22/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

10/15/2001 - 07/29/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/15/2001 - 07/29/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/08/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2014

Series 7 - General Securities Representative Examination

BC

Issued 10/12/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Irina V Andreasen.
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