Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard A. Dandrea is a financial professional with over 15 years of experience in the industry. Richard currently works for J.p. Morgan Securities LLC, where he has been since April 2019. Prior to that, Richard worked at Northwestern Mutual Investment Services, LLC and Newbridge Securities Corporation. Richard is registered in five states and has a strong background in financial planning, portfolio management, and pension consulting. Richard focuses on working with high net worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
04/04/2019 - Present
J.p. Morgan Securities LLC (OAKLAND PARK FL)
FL
01/18/2012 - 03/12/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOCA RATON FL)
FL
07/06/2010 - 12/23/2011
NEWBRIDGE SECURITIES CORPORATION (FT. LAUDERDALE FL)
IL
03/23/2005 - 07/07/2010
CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)
FL
11/04/2004 - 03/22/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BC
Issued 12/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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