Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Charles Pheiff is a financial advisor who has been in the industry since 1996. Andrew is currently registered with Raymond James Financial Services Advisors, Inc. and holds Series 7, 10, 9, 63 and 65 licenses. Andrew is also registered with the state of Texas as an Investment Advisor Representative. Before joining Raymond James Financial Services Advisors, Inc., Andrew worked at CITIGROUP GLOBAL MARKETS INC. Andrew provides financial planning, pension consulting and portfolio management services for individuals and businesses. Andrew's firm manages over $344 billion in assets.
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
FL
11/02/2011 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
FL
10/01/1996 - 04/03/2009
CITIGROUP GLOBAL MARKETS INC. (PONTE VEDRA BEACH FL)
IA
Issued 09/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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