Andrea Puerta Carreno (CRD# 5952797) is an Investment Advisor Representative working at Ap Financial Contingency Group Inc. in Sunrise, FL and has over 3 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ap Rabbit Hole LLC | Terrace Sunrise, FL | Feb 2023 - Current | 1 |
| Ash Brokerage | Fort Wayne, IN | Nov 2020 - Current | 3 |
| Ap Financial Contingency Group Inc. | Weston, FL | Aug 2020 - Current | 3 |
| Music Academy Carreno | Weston, FL | Aug 2016 - Current | 7 |
| Ohio National Financial Services | Cincinnati, OH | May 2021 - Mar 2023 | 1 |
| Pfs Investments Inc. | Miramar, FL | Jan 2019 - Aug 2020 | 1 |
| Primerica Financial Services | Miramar, FL | Apr 2018 - Aug 2020 | 2 |
| Bank Of America | Hollywood, FL | May 2018 - Oct 2018 | < 1 |
| Mura Capital | Miami, FL | Nov 2017 - May 2018 | < 1 |
| None | Weston, FL | Oct 2014 - Aug 2016 | 1 |
| Sagepoint Financial | Palm Beach Gardens, FL | Feb 2014 - Sep 2014 | < 1 |
| American General Life And Accident Insurance Company | Palm Beach, FL | Nov 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$6,631
- 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
- Educational seminars/workshops
- Other
FL
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.