Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Andreola is a financial advisor at Edelman Financial Engines with over 30 years of experience in the financial services industry. Robert holds the Series 63, 66, 7, 9, 10, and 24 licenses as well as the Certified Financial Planner designation. Robert is licensed to provide financial advice in Massachusetts and Texas. He is also an active member of the Investment Adviser Association (IAA). Robert has a strong commitment to helping clients achieve their financial goals and has a proven track record of success. Robert is dedicated to providing clients with personalized financial advice that is tailored to their individual needs and goals. Prior to joining Edelman Financial Engines, Robert worked at EF Legacy Securities, LLC, Charles Schwab & Co., Inc., ING Financial Partners, Inc., ING Financial Advisors, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, H.D. Vest Investment Securities, Inc., SunAmerica Securities, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, American Express Service Corporation, and Liberty Securities Corporation.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MA
10/02/2019 - Present
Edelman Financial Engines (NORWOOD MA)
MA
05/12/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (Foxboro MA)
MA
10/13/2011 - 04/22/2016
CHARLES SCHWAB & CO., INC. (BOSTON MA)
MA
12/20/2010 - 09/22/2011
ING FINANCIAL PARTNERS, INC. (MENDON MA)
MA
09/11/2002 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (PLYMOUTH MA)
MA
12/12/2001 - 09/06/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/12/2001 - 09/06/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
TX
04/09/1999 - 01/07/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
AZ
06/25/1996 - 05/06/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
05/21/1993 - 06/11/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
05/21/1993 - 06/11/1996
IDS LIFE INSURANCE COMPANY
MN
03/28/1989 - 06/11/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/16/1993 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NY
11/25/1992 - 06/25/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MN
10/22/1991 - 11/30/1992
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
03/28/1989 - 11/30/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 6/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/5/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/27/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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