Andrea Randazzo (CRD# 6316942) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Denver, CO and has over 6 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services, Inc. | Denver, CO | Nov 2023 - Current | < 1 |
Geneos Wealth Management Inc. | Lone Tree, CO | Nov 2022 - Nov 2023 | 1 |
Capital Management Group | Lone Tree, CO | Nov 2022 - Nov 2023 | 1 |
Capital Management Group | Lone Tree, CO | Apr 2022 - Nov 2023 | 1 |
Geneos Wealth Management | Lone Tree, CO | Apr 2022 - Nov 2022 | < 1 |
Heartland Institute Of Financial Education | Greenwood Village, CO | Jul 2020 - Apr 2022 | 1 |
Netlaw | Louisville, KY | Mar 2019 - Apr 2022 | 3 |
Gv Legacy LLC | Castle Rock, CO | May 2015 - Apr 2022 | 6 |
Transamerica Financial Advisors, Inc. | Greenwood Village, CO | Mar 2014 - Apr 2022 | 8 |
Randazzo Enterprises | Castle Rock, CO | Jan 2013 - Apr 2022 | 9 |
World Financial Group, Inc. | Greenwood Village, CO | Dec 2012 - Apr 2022 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
S63 | Uniform Securities State Law Examination | May 2021 |
- CO
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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