Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea McMurran is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Suffolk, Virginia. Andrea has been in the financial services industry since July 11, 2001. Andrea has experience in providing financial planning, portfolio management for individuals and businesses, pension consulting, and other financial services. Andrea holds the Series 7, Series 63, and Series 66 securities licenses. Andrea also holds the Certified Financial Planner designation.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
02/20/2024 - Present
Raymond James Financial Services Advisors, Inc. (Suffolk VA)
VA
11/10/2003 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
NJ
04/16/2003 - 11/26/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
10/03/2000 - 08/21/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 03/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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