Unclaimed
Andrew Pope is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Xenia, OH. Andrew has been in the industry for over 28 years and has extensive experience serving individuals, families, and businesses. Andrew is dedicated to providing personalized financial advice and investment strategies tailored to each client’s unique needs and goals.
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
OH
04/15/2015 - Present
Raymond James Financial Services Advisors, Inc. (Xenia OH)
OH
09/14/1994 - 01/02/2015
EDWARD JONES (XENIA OH)
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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