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. Andrea has been in the industry since 2000. Andrea holds the Series 7, Series 63 and Series 66 licenses. Andrea is also a Certified Financial Planner. Andrea specializes in working with high net worth individuals and families. Andrea has a long history of working with clients in the financial services industry, having been affiliated with firms such as Raymond James Financial Services, Inc., UBS Financial Services Inc., and UBS PaineWebber Inc. Andrea provides financial planning, portfolio management, and investment advisory services.
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 3/1/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/7/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/2/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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