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 with over 25 years of experience in the industry. Andrew is currently registered with Raymond James Financial Services Advisors, Inc. in Florida, Texas and Wyoming. Before that, Andrew was associated with several other firms including ALLSTATE FINANCIAL SERVICES, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC. and PRINCIPAL FUNDS DISTRIBUTOR, INC. Andrew offers a variety of financial services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Gartrell is the right advisor for you? Invested Better is here to help.
