Unclaimed
Andrew Wills is a financial advisor in ZANESVILLE, OH. Andrew is registered with The Huntington Investment Co.. Andrew has been in the financial services industry for over 7 years. Andrew holds the Series 7, Series 66 and SIE licenses. Andrew is also a Certified Financial Planner. Andrew works with a variety of clients including individuals, high net worth individuals, corporations, and charitable organizations. Andrew's previous work experience includes roles at Edward Jones, Buckin Burger Food Group LLC, Moore, Riley & Wills, Keating Wealth Mangement LLC and The Huntington Investment 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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
10/24/2018 - Present
THE Huntington Investment Co. (ZANESVILLE OH)
OH
11/22/2017 - 07/30/2018
EDWARD JONES (PICKERINGTON OH)
BOTH
Issued 12/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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