Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Patrick is a financial advisor with Raymond James & Associates, Inc. with over 15 years of experience in the financial services industry. Andrea is registered with FINRA and is also a registered investment advisor. She has earned the Series 6, 7, 63 and 66 securities licenses. Andrea works with a variety of clients, including individuals, families, businesses, and retirement plans. Her focus is on providing comprehensive financial planning services, including investment management, retirement planning, college savings, and estate planning. She holds a Bachelor of Science degree in Business Administration from the University of Central Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
04/08/2019 - Present
Raymond James & Associates, Inc. (THE VILLAGES FL)
FL
10/17/2008 - 04/04/2019
WELLS FARGO CLEARING SERVICES, LLC (THE VILLAGES FL)
BOTH
Issued 07/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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