Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Mati is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC based in West Hartford, CT. Andrea has been in the financial services industry since 2018. She is a Series 6, 7, 63, and 66 licensed professional. Andrea is also registered as an Investment Advisor Representative in Connecticut, Florida, Maine, Massachusetts, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, and Vermont. She has experience with Northwestern Mutual Investment Services, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. In addition to her financial advisory work, Andrea is also the co-owner of Mati LLC, a commercial real estate ownership company.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
CT
04/04/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (West Hartford CT)
CT
03/02/2020 - 03/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
11/27/2017 - 01/24/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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