Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Marie Oloughlin is an Investment Adviser Representative who has been in the financial industry since May 2019. Andrea is currently registered with O'Shaughnessy Asset Management, LLC and previously worked at UBS Financial Services Inc. Andrea is licensed in Connecticut. Andrea is a Series 7, Series 66 and SIE exam holder.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Assets under advisement (for uma)
1
2
CT
06/13/2022 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
CT
05/01/2019 - 06/06/2022
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
BOTH
Issued 11/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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