Unclaimed
Michael Robert Dandrea is a registered investment advisor representative with Arete Wealth Advisors, LLC. Michael has been in the securities industry since July 9, 2011, and has experience in a variety of areas, including financial planning, portfolio management, and investment advice. Michael holds the Series 7, Series 63, and Series 66 licenses. Michael is also registered with the states of California, Colorado, Connecticut, Florida, Georgia, Indiana, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
02/21/2024 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
NY
03/21/2016 - 02/23/2024
SOVEREIGN GLOBAL ADVISORS LLC (Melville NY)
NY
04/16/2012 - 03/23/2016
NATIONAL SECURITIES CORPORATION (WESTBURY NY)
NY
06/29/2011 - 04/04/2012
TRIDENT PARTNERS LTD. (WOODBURY NY)
BOTH
Issued 10/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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