Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew MacHenheimer is a financial advisor in Cincinnati, OH. Andrew is licensed in Ohio and Kentucky and has been in the industry since 2000. Andrew currently works at Cerity Partners LLC. Previous employers include Transamerica Financial Advisors, Inc. and TD Ameritrade, Inc. Andrew offers a variety of financial services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
02/28/2023 - Present
Cerity Partners LLC (Cincinnati OH)
OH
06/10/2021 - 12/07/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (COLUMBUS OH)
OH
08/31/2007 - 01/11/2021
TD AMERITRADE, INC. (COLUMBUS OH)
RI
09/20/2000 - 06/02/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 09/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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