Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Sherman is a financial advisor who has been in the industry since 1999. He currently works for Raymond James Financial Services Advisors, Inc. in Syracuse, Utah. Andrew specializes in financial planning, portfolio management, and retirement planning for both individuals and businesses. He has a broad range of experience in the industry, having previously worked for Edward Jones and Multigen Wealth Strategies. Andrew is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. He is a highly respected advisor in the industry, and his clients appreciate his expertise and guidance.
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
UT
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SYRACUSE UT)
MO
08/25/1999 - 01/07/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/18/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Sherman is the right advisor for you? Invested Better is here to help.
