Unclaimed
Andrea McKinley is a financial advisor with The Huntington Investment Co.. Andrea has been in the financial services industry since 2018 and has experience with UBS Financial Services Inc. and TIAA-CREF Individual & Institutional Services, LLC. Andrea holds Series 7 and Series 66 licenses. Andrea is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/09/2025 - Present
THE Huntington Investment Co. (COLUMBUS OH)
NC
09/01/2020 - 09/02/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
08/09/2017 - 12/12/2019
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 09/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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