Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Mccay is a financial professional with over 16 years of experience in the financial services industry. Andrew is currently registered with Cetera Investment Advisers LLC. Previously, Andrew was registered with Morgan Stanley, BBVA Securities Inc. and Wells Fargo Advisors, LLC. Andrew holds Series 6, 7, 63, and 65 licenses. Andrew specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, businesses, and institutions. Andrew is committed to helping clients achieve their financial goals.
Auburn, AL
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.
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2
AL
03/21/2024 - Present
Cetera Investment Advisers LLC (Auburn AL)
AL
07/22/2016 - 04/06/2022
MORGAN STANLEY (OPELIKA AL)
AL
05/16/2013 - 07/25/2016
BBVA SECURITIES INC. (AUBURN AL)
AL
05/08/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (AUBURN AL)
AL
02/07/2008 - 09/23/2010
WELLS FARGO ADVISORS, LLC (BESSEMER AL)
AL
05/26/2006 - 01/30/2008
NYLIFE SECURITIES LLC (BIRMINGHAM AL)
IA
Issued 6/3/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 5/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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