Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Harvey Gagne is a financial advisor with Raymond James Financial Services Advisors, Inc. Andrew has been working in the financial industry since 2003. Andrew has a Series 7, Series 63, and Series 66 license. Andrew has experience working with various clients including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Andrew provides financial planning, investment management, and pension consulting services.
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
MI
07/05/2017 - Present
Raymond James Financial Services Advisors, Inc. (Northville MI)
MI
10/29/2015 - 06/03/2016
AMERIPRISE FINANCIAL SERVICES, INC. (LIVONIA MI)
MI
07/30/2012 - 11/10/2015
LPL FINANCIAL LLC (LIVONIA MI)
MI
05/30/2003 - 08/01/2012
AMERIPRISE FINANCIAL SERVICES, INC. (LIVONIA MI)
MN
05/30/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/21/1997 - 12/23/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/21/1997 - 12/23/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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