Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Greene is a financial advisor affiliated with Raymond James Financial Services Advisors, Inc.. Andrew Greene has been in the financial services industry since September 2011. Andrew Greene is registered to provide investment advice in Alabama, Florida, Georgia, Mississippi, North Carolina, Tennessee and Texas. Andrew Greene is also a registered representative with Raymond James Financial Services Advisors, Inc. and holds the Series 66 and Series 7 licenses. Andrew Greene is a Registered Investment Advisor Representative for Raymond James Financial Services Advisors, Inc..
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
AL
02/21/2019 - Present
Raymond James Financial Services Advisors, Inc. (AUBURN AL)
AL
09/02/2011 - 02/26/2019
EDWARD JONES (AUBURN AL)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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