Unclaimed
Andrew McFalls is an active investment advisor representative with Missionsquare Retirement. Andrew has been in the industry since 2006 and has held previous roles with ALLSTATE FINANCIAL SERVICES, LLC, NYLIFE SECURITIES LLC and MML INVESTORS SERVICES, LLC. Andrew is registered to offer investment advice in District of Columbia, Maryland and Virginia.
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.
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.
1
2
DC
11/04/2022 - Present
Missionsquare Retirement (WASHINGTON DC)
VA
01/24/2013 - 10/31/2022
ALLSTATE FINANCIAL SERVICES, LLC (FAIRFAX VA)
VA
09/09/2011 - 01/17/2013
NYLIFE SECURITIES LLC (RESTON VA)
VA
05/24/2006 - 08/22/2011
MML INVESTORS SERVICES, LLC (VIENNA VA)
IA
Issued 12/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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