Unclaimed
Andrew Malay is a financial advisor with Cassaday & Company, Inc. based in McLean, VA. Andrew has been in the financial services industry since 2013 and holds the Series 7, Series 66, and SIE licenses. Andrew is also a Certified Financial Planner. Cassaday & Company, Inc. is a Registered Investment Advisor with a focus on providing comprehensive wealth management solutions. Andrew specializes in providing financial planning, investment management and insurance solutions.
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.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions; insurance solutions
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.
Revenue sharing with our affiliate, focus risk solutions.
1
2
VA
12/02/2022 - Present
Cassaday & Company, Inc. (MCLEAN VA)
BOTH
Issued 10/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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