Unclaimed
Andrew Turner is an investment advisor representative registered with Raymond James Financial Services Advisors, Inc. and is active in both securities and investment advisory business. Andrew has been in the industry since 2021. He has experience with financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Andrew has passed the Series 7TO, SIE, and Series 66 exams. He also serves as a Finance/Investment Committee Member for Hope Springs Church in Lexington.
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
KY
12/16/2021 - Present
Raymond James Financial Services Advisors, Inc. (Lexington KY)
BOTH
Issued 11/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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