Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Edward Happ is a financial professional registered with Raymond James Financial Services Advisors, Inc. in Urbana, IL. Andrew Happ has been in the industry for 5 years and currently holds registrations in Illinois as a Registered Representative and Investment Adviser Representative. Andrew Happ has a Series 7 and Series 66 registration. Andrew Happ is also a Registered Principal for Raymond James Financial Services Advisors, Inc. Andrew Happ has been associated with Raymond James Financial Services Advisors, Inc. since September 2018 and Raymond James Financial Services, Inc. since May 2019. Andrew Happ offers financial planning, portfolio management for businesses and individuals, pension consulting, and other investment related services to a range of clients including individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
IL
05/14/2019 - Present
Raymond James Financial Services Advisors, Inc. (URBANA IL)
BOTH
Issued 04/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Happ is the right advisor for you? Invested Better is here to help.
