Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Christian Robert Widing is a financial advisor with Raymond James & Associates, Inc.. Andrew is a registered investment advisor and is licensed to sell securities in 14 states. Andrew has been in the financial industry since 2004. Andrew has experience with a variety of client types, including individuals, businesses, corporations, high-net-worth individuals, insurance companies, banking or thrift institutions, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Andrew is also a registered principal with Raymond James & Associates, Inc.. Andrew has passed the Series 7, Series 9, Series 10, and Series 66 exams. Andrew has held previous roles at WELLS FARGO CLEARING SERVICES, LLC and MCDONALD INVESTMENTS INC.
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
OH
05/15/2024 - Present
Raymond James & Associates, Inc. (Dublin OH)
OH
08/11/2006 - 05/14/2024
WELLS FARGO CLEARING SERVICES, LLC (DUBLIN OH)
OH
10/28/2004 - 08/03/2006
MCDONALD INVESTMENTS INC. (DUBLIN OH)
BOTH
Issued 01/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrew Widing is the right advisor for you? Invested Better is here to help.
