Unclaimed
Andrew McIlhenny is a financial advisor who has been in the industry since August 1989. Andrew is currently registered with Equitable Advisors, LLC. Andrew is also registered in 19 states and the District of Columbia, and has licenses to sell securities and investment advisory services. Andrew has a diverse background in financial services, having previously worked with MSI Financial Services, Inc., MetLife Securities, Inc., and AXA Advisors, LLC. Andrew is committed to providing clients with personalized financial planning and investment advice that is tailored to their individual needs and goals. Andrew is a well-respected financial advisor with a strong track record of success.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
03/23/2023 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
07/06/2016 - 07/25/2016
MSI FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
PA
02/04/2011 - 07/01/2016
METLIFE SECURITIES, INC (PHILADELPHIA PA)
PA
09/01/1989 - 02/10/2011
AXA ADVISORS, LLC (PHILADELPHIA PA)
NY
09/01/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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