Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Costa is a licensed financial advisor with Horan Securities, Inc. Andrea has been in the industry since December 31, 2022. Andrea has passed Series 6TO, Series 26, and SIE exams and specializes in helping individuals and families with their financial planning needs. Andrea is located in Cincinnati, OH.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
01/01/2023 - Present
Horan Securities, Inc. (CINCINNATI OH)
BC
Issued 04/17/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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