Unclaimed
Andrew Fahner is a financial advisor with Tiaa-Cref Individual & Institutional Services, LLC. Andrew has been in the financial services industry for over 15 years. Andrew works with individuals, families, and businesses to develop financial plans that meet their specific needs. Andrew holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Andrew is also a registered investment advisor in Pennsylvania. Andrew is committed to providing his clients with personalized financial advice and guidance.
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
PA
01/08/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Pittsburgh PA)
PA
01/09/2017 - 12/06/2017
INFINEX INVESTMENTS, INC. (Washington PA)
PA
06/14/2011 - 01/04/2017
PNC INVESTMENTS (MCMURRAY PA)
WV
06/16/2009 - 03/29/2011
MML INVESTORS SERVICES, LLC (HURRICANE WV)
WV
07/23/2008 - 06/25/2009
METLIFE SECURITIES INC. (HURRICANE WV)
IA
Issued 02/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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