Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Gartrell is a financial advisor who has been in the industry since 1995. Andrew is currently registered with Raymond James Financial Services Advisors, INC. Andrew's experience includes working with a variety of clients, including individuals, businesses, pension and profit-sharing plans, insurance companies, and charitable organizations. Andrew provides a range of services, including financial planning, portfolio management, pension consulting, and educational seminars.
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
FL
02/02/2022 - Present
Raymond James Financial Services Advisors, Inc. (Daytona Beach FL)
FL
05/12/2021 - 12/15/2021
ALLSTATE FINANCIAL SERVICES, LLC (Palm Harbor FL)
FL
06/11/2019 - 02/26/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (South Miami FL)
IA
08/29/2011 - 12/26/2018
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NJ
11/03/2009 - 04/12/2011
HENNION & WALSH, INC. (PARSIPPANY NJ)
FL
08/12/2009 - 11/23/2009
VALIC FINANCIAL ADVISORS, INC. (POMPANO BEACH FL)
ME
11/01/2007 - 07/02/2009
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
PA
03/21/2007 - 10/19/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NC
03/04/1998 - 04/02/2007
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
04/29/1996 - 12/09/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
06/27/1995 - 04/19/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MD
02/23/1994 - 06/13/1995
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 12/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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