Andrea Sheikh (CRD# 4670461) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Palm City, FL and has over 19 years of experience in the finance industry. Andrea Sheikh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Palm City, FL | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Palm City, FL | May 2022 - Sep 2023 | 1 |
| Lincoln Financial Advisors, Inc. | Boca Raton, FL | Sep 2019 - May 2022 | 2 |
| Lincoln Financial Advisors, Inc. | Pompano Beach, FL | Jun 2018 - Sep 2019 | 1 |
| N/a | Hypoluxo, FL | Jan 2018 - Jun 2018 | < 1 |
| Nylife Securities LLC | New York, NY | Jan 2013 - Jan 2018 | 5 |
| Eagle Strategies LLC | New York, NY | Jan 2013 - Jan 2018 | 5 |
| Nextsource | New York, NY | Jul 2016 - Jul 2017 | 1 |
| New York Life Insurance Co | New York, NY | Oct 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- FL
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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