Unclaimed
Marina Andina is a financial advisor who has been in the industry since March 2018. Marina has a Series 7, Series 66, and Series 99TO license. Marina is registered with LPL Financial LLC and has been working for the firm since May 2018. Marina has previously worked with ROBERT W. BAIRD & CO. INCORPORATED in Seattle, Washington. Marina has been active in the industry and has a number of specializations including; Financial Planning, Consulting, and Other Non-Discretionary Advisory Services, Pension Consulting, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
CA
05/23/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
WA
09/07/2016 - 11/15/2016
ROBERT W. BAIRD & CO. INCORPORATED (Seattle WA)
BOTH
Issued 10/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marina Andina is the right advisor for you? Invested Better is here to help.