Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Crawford Ober is a financial advisor with Raymond James Financial Services Advisors, Inc. in Neptune, NJ. Andrew has been in the financial services industry since April 1985 and is registered with FINRA as a General Securities Representative (Series 7) and as a Uniform Securities Agent State Law Examination (Series 63). Andrew is also a Registered Investment Advisor (Series 65) and holds licenses in 27 states. Andrew specializes in helping clients with financial planning, portfolio management, and retirement planning. Andrew has experience working with a variety of clients, including individuals, families, businesses, and institutions. Andrew has worked with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew is committed to providing his clients with the highest level of service and expertise.
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
NJ
11/28/2023 - Present
Raymond James Financial Services Advisors, Inc. (Neptune NJ)
NJ
04/22/2015 - 12/07/2023
UBS FINANCIAL SERVICES INC. (MANASQUAN NJ)
NJ
04/23/1985 - 04/23/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREEHOLD NJ)
IA
Issued 04/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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