Unclaimed
Andrew MacKinnon is a financial professional with over eight years of experience in the financial services industry. Andrew has a broad range of experience, including roles at E*TRADE Securities LLC, Optionshouse and ING Financial Partners, Inc. Andrew is currently registered with Citigroup Global Markets Inc. and is licensed to offer investment advice and securities trading in all 50 states and the District of Columbia.
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.
Asset allocation advice
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
NY
08/31/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
IL
08/07/2017 - 07/01/2019
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
01/21/2015 - 08/07/2017
OPTIONSHOUSE (CHICAGO IL)
IL
05/15/2013 - 01/21/2015
OPTIONSHOUSE, LLC (CHICAGO IL)
IL
11/27/2012 - 04/22/2013
ING FINANCIAL PARTNERS, INC. (CHICAGO IL)
BC
Issued 09/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/24/2017
Series 4 - Registered Options Principal Examination
BC
Issued 08/31/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2015
Series 3 - National Commodity Futures Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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