Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Whitican is a financial advisor with over 18 years of experience in the financial services industry. Andrea is a Certified Financial Planner™ professional who currently holds registrations with MML Investors Services, LLC as a Registered Representative and Investment Advisor Representative. Prior to joining MML Investors Services, LLC, Andrea was associated with MSI Financial Services, Inc., Chase Investment Services Corp., American Express Financial Advisors Inc., and IDS Life Insurance Company. Andrea holds FINRA Series 7 and 66 securities licenses, as well as the Securities Industry Essentials (SIE) exam. Andrea has a proven track record of providing personalized financial advice and solutions to individuals, families, and businesses. Andrea is committed to helping clients achieve their financial goals, and specializes in areas such as retirement planning, investment management, and insurance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IN
03/25/2017 - Present
MML Investors Services, LLC (Indianapolis IN)
IN
11/06/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
CO
09/12/2005 - 09/03/2008
CHASE INVESTMENT SERVICES CORP. (DENVER CO)
MN
04/27/2005 - 07/15/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/27/2005 - 07/15/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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