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Marisol Andreoni is a financial advisor professional located in Coconut Creek, FL. They specialize in financial advisory. With over 30 years of experience, they bring deep expertise to every client.
Marisol Andreoni - Utopia Wealth Management, Llc holds an active professional license (FINRA CRD) for your protection.
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Marisol Andreoni operates Utopia Wealth Management, LLC in Coconut Creek, Florida. With 30 years in the financial advisory field, Andreoni brings extensive experience to wealth management planning and strategy. The firm holds a FINRA CRD license (number 2060821), which governs securities-related advisory activities. Clients working with Andreoni can expect the perspective of a professional with three decades of industry experience.
A FINRA CRD (Central Registration Depository) license indicates that Marisol Andreoni is registered with the Financial Industry Regulatory Authority and authorized to provide securities and investment advisory services. This registration requires compliance with federal securities regulations and ongoing continuing education requirements. FINRA oversees the qualifications, conduct, and disciplinary history of registered financial professionals, ensuring they meet industry standards for advising clients on investments and wealth management matters.