Unclaimed
Robert James D'andria is a financial advisor with International Assets Investment Management, LLC. Robert has been a registered investment advisor for over 25 years and has a deep understanding of the financial markets. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Robert has a diverse background in the financial services industry, having worked for several reputable firms including Merrill Lynch, PaineWebber, and Gunnallen Financial.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/08/2016 - Present
International Assets Investment Management, LLC (Spring Lake NJ)
NJ
03/29/2010 - 08/02/2010
WESTMINSTER FINANCIAL SECURITIES, INC. (EATONTOWN NJ)
NJ
11/13/2003 - 03/30/2010
GUNNALLEN FINANCIAL, INC (EATONTOWN NJ)
MA
04/30/2001 - 05/24/2001
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
NY
08/08/1995 - 02/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
12/11/1990 - 06/29/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CO
05/23/1989 - 11/01/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 12/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert D'andria is the right advisor for you? Invested Better is here to help.