Andrew Utley, CFA®, MSSF

Investment Analyst at ARGI
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Contact Information
us****@****om
(386) 825-5501
Location
Jeffersonville, Indiana, United States, US

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Bio

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Credentials

  • General Securities Representative
    FINRA
    Feb, 2020
    - Nov, 2024
  • Investment Adviser Representative
    NASAA
    Feb, 2020
    - Nov, 2024
  • Investment Company and Variable Contracts Products Representative
    FINRA
    Nov, 2019
    - Nov, 2024
  • CFA Level I Candidate
    CFA Institute

Experience

  • ARGI
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Analyst
      • Nov 2022 - Present

    • Trading & Investment Associate
      • Sep 2020 - Nov 2022

  • State Farm
    • United States
    • Insurance
    • 700 & Above Employee
    • Team Member
      • Apr 2020 - Sep 2020

  • Equitable Advisors
    • Financial Services
    • 700 & Above Employee
    • Financial Professional
      • Nov 2019 - May 2020

  • Indiana University Southeast
    • United States
    • Higher Education
    • 500 - 600 Employee
    • Residence Life Coordinator
      • Nov 2015 - Jan 2020

Education

  • Indiana University Southeast
    Master's degree, Strategic Finance
    2017 - 2019
  • Indiana University Southeast
    Bachelor of Science (BS), Mathematics
    2013 - 2015
  • University of Evansville
    2011 - 2012

Community

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