Andre has been working within the banking and finance industry since 1999, helping his clients work toward their retirement objectives. He works with both individual and small business owners in the areas of benefits, retirement planning, and business planning. Andre has the ability to offer a wide range of financial products and services including insurance, annuities, investment products (stocks, bonds, and mutual funds) and managed accounts to help his clients meet their retirement needs.
Education and Related Experience:
- Post-Graduate Specialization in Business Strategy Management—Getulio Vargas Foundation, Sao Paulo, Brazil
- Graduate Degree in Business Administration—Getulio Vargas Foundation, Sao Paulo, Brazil
- Graduate Degree in Communication and Advertising - University of Sao Paulo
Accreditation, Professional Affiliation, and Awards:
- Financial Industry Regulatory Authority (FINRA) Series 7
- State of Florida Life and Health Insurance and Variable Annuity license
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
California Insurance License #: 0M57415
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.