Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Gartland is an investment advisor representative at Raymond James & Associates, Inc., registered with the state of New York. Andrew has been in the financial industry for eight years and is licensed to provide financial advice in 28 states, including New York, Texas, Arizona, California, Colorado, and Florida. Andrew holds the Series 63, 65, 7, and SIE exams. Andrew has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Janney Montgomery Scott LLC. Andrew is also a volunteer with the Precious Dreams Foundation.
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
NY
07/10/2023 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
01/25/2019 - 06/02/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/18/2016 - 01/25/2019
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
BC
Issued 08/01/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2016
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
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