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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Doller is an active Investment Advisor Representative with AE Wealth Management, LLC based in Dayton, Ohio. Andrea has over 10 years of experience in the financial services industry, having previously worked at ARKADIOS CAPITAL, KALOS CAPITAL, INC., PNC INVESTMENTS, and THE HUNTINGTON INVESTMENT COMPANY. Andrea holds Series 6, 7, 24 and 66 licenses, along with the SIE. Andrea's areas of specialization include financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
02/06/2024 - Present
AE Wealth Management, LLC (Dayton OH)
OH
09/14/2022 - 03/29/2024
ARKADIOS CAPITAL (Dayton OH)
OH
03/12/2021 - 09/08/2022
KALOS CAPITAL, INC. (Dayton OH)
OH
08/19/2013 - 12/06/2018
PNC INVESTMENTS (DAYTON OH)
OH
03/01/2010 - 08/05/2013
THE HUNTINGTON INVESTMENT COMPANY (CENTERVILLE OH)
OH
06/17/2004 - 05/05/2009
THE HUNTINGTON INVESTMENT COMPANY (WEST CHESTER OH)
BOTH
Issued 01/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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