Unclaimed
Andrew Healy is a financial advisor with KPMG Corporate Finance LLC, having joined the firm in April 2023. Andrew has extensive experience in the financial services industry, having previously worked at Jefferies LLC, Regions Securities LLC, Robert W. Baird & Co. Incorporated and SunTrust Robinson Humphrey, Inc. Andrew has a deep understanding of the investment banking industry and is committed to providing his clients with the highest level of service. He is a licensed Series 79, Series 82TO and SIE. Andrew is registered to provide investment advice in 35 states.
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.
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.
1
2
IL
04/21/2023 - Present
Kpmg Corporate Finance LLC (CHICAGO IL)
NC
06/14/2021 - 03/22/2023
JEFFERIES LLC (CHARLOTTE NC)
NC
11/06/2019 - 05/25/2021
REGIONS SECURITIES LLC (Charlotte NC)
WI
08/14/2017 - 10/22/2019
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
GA
08/28/2012 - 07/25/2017
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 09/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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