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Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Hewitt is a financial advisor at Vanguard Advisers, Inc., with over 8 years of experience in the financial industry. Andrea Hewitt holds the Series 63, Series 7, and Series 24 licenses. She has been registered with the state of Pennsylvania since 2013 and has been registered with the state of Texas since 2021. She is also a Certified Financial Planner. Andrea Hewitt is a representative of Vanguard Advisers, Inc. and is dedicated to providing financial advice to individuals, businesses and institutions.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Punch & Associates Investment Management, Inc.

location

Edina, MN

0 Disclosures

ADVISOR BIO

Andrea Barkley is a financial advisor at Punch & Associates Investment Management, Inc. in Edina, Minnesota. Andrea has been in the financial services industry for over 18 years. Andrea specializes in working with individuals, businesses, investment companies and pooled investment vehicles. Andrea is also able to provide financial planning services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO DEVELOPMENT AND DELIVERY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

CHARLOTTE, NC

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Andrea S. Erickson is a registered representative and investment advisor representative. Andrea is associated with Vanguard Advisers, Inc. Andrea has been in the industry since February 2006. Andrea has passed the Series 6, 7, and 66 exams. Andrea has specialized in providing investment advice for individuals, businesses, pooled investment vehicles and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Massey is a registered investment advisor representative with First Trust Advisors LP. Andrea has been in the financial services industry for over 9 years. Andrea is registered with the state of Illinois. Andrea's current firm, First Trust Advisors LP, is headquartered in Wheaton, Illinois and offers a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ST. LOUIS, MO

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Contini is a financial advisor with Stifel, Nicolaus & Company, Inc. Andrea has been in the financial services industry since February 2000. Andrea is registered with the following securities regulators: Alabama, Illinois, Missouri, Ohio. Andrea is also registered as an investment advisor representative in Missouri. Andrea holds the Series 7, Series 66, Series 24 and Series 99TO securities licenses. Andrea is a member of the Ethics Board of the Investments and Wealth Institute. Andrea's current location is in St. Louis, Missouri.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Creative Planning

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Andrea Elise Longhi is an investment advisor representative with Creative Planning. Andrea Longhi is registered with the state of Illinois, has an active IA scope and inactive BC scope. Andrea Longhi previously worked at Raymond James Financial Services, Inc. Andrea Longhi's current registrations include Series 65 and Series 63. Andrea Longhi is also licensed with the Series 7 and SIE. Andrea Longhi has experience in the financial services industry since 2013. Andrea Longhi is associated with the following firms: Creative Planning and Raymond James Financial Services, Inc..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

D.a. Davidson & Co.

location

GREAT FALLS, MT

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Mikulecky is a financial professional with over 17 years of experience in the industry. Andrea is registered with D.a. Davidson & Co. and has a Series 11, 99, and SIE. Andrea specializes in providing financial advice and services to a wide range of clients including individuals, corporations, and charitable organizations. Andrea's services include financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Marie McKinney is a registered representative with Vanguard Advisers, Inc. in Scottsdale, Arizona. Andrea has been in the securities industry since 1995 and has held previous positions with PRUCO Securities Corporation in Newark, New Jersey. Andrea is licensed in Arizona and Texas and has a Series 6, 7 and 66 license. Andrea is a financial planner and provides portfolio management services to individuals, businesses, and pooled investment vehicles. Andrea also provides selection of other advisers services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ballentine Partners | CFP ® (Certifications)

location

Wolfeboro, NH

0 Disclosures

ADVISOR BIO

Andrea Clare Dubuc is a financial advisor at Ballentine Partners, a firm with offices in Waltham, MA and Wolfeboro, NH. Andrea has been with Ballentine Partners since January 2010. Andrea is registered as an investment advisor in Massachusetts, New Hampshire, and Texas. Andrea is also a Certified Financial Planner. Andrea's specializations include Financial Planning, Portfolio Management, and Educational Seminars. Andrea is active in the community and serves as treasurer for Back Bay Hockey. Andrea's clients include high-net-worth individuals, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

LAKE FOREST, IL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Jones is a financial advisor with Stifel, Nicolaus & Company, Inc. based in LAKE FOREST, IL. Andrea has over 20 years of experience in the financial services industry. Andrea holds FINRA Series 7 and 66 licenses and is registered with the state of Illinois and Texas. Andrea previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CHASE INVESTMENT SERVICES CORP. Andrea also provides financial planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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