Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony D'andrea is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Michael is a licensed Investment Advisor Representative in MD, PA, and TX. Michael has been active in the financial industry since December 25, 1997 and has worked for several companies, including LPL FINANCIAL LLC, FOUNDERS FINANCIAL SECURITIES LLC, MUTUAL SERVICE CORPORATION, AMERITAS INVESTMENT CORP., THE ADVISORS GROUP, INC., WALNUT STREET SECURITIES, INC., SUNSET FINANCIAL SERVICES, INC., and 1717 CAPITAL MANAGEMENT COMPANY. Michael is also the owner/independent insurance agent for various independent insurance companies/financial professional utilizing DBA name, D'ANDREA FINANCIAL. Michael's experience and expertise can help you reach your financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
09/08/2023 - Present
Cambridge Investment Research Advisors, Inc. (Marietta PA)
MD
12/06/2011 - 11/06/2013
LPL FINANCIAL LLC (NEW MARKET MD)
MD
04/29/2008 - 12/06/2011
FOUNDERS FINANCIAL SECURITIES LLC (NEW MARKET MD)
MD
08/31/2005 - 04/29/2008
MUTUAL SERVICE CORPORATION (NEW MARKET MD)
NE
10/31/2003 - 08/30/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
04/08/2002 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
CA
08/07/2000 - 10/01/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
11/13/1997 - 07/27/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
DE
04/10/1997 - 09/11/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 02/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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