Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Jennings Guthe is a financial advisor at Raymond James Financial Services Advisors, Inc. Andrew has been in the financial services industry for over a year and specializes in providing financial planning, portfolio management, and other investment services. Andrew is registered with the state of North Carolina and the Financial Industry Regulatory Authority (FINRA). Andrew has experience working with high-net-worth individuals, corporations, and other institutions. Andrew is committed to providing clients with personalized and comprehensive financial advice.
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
NC
09/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (Charlotte NC)
NC
01/24/2024 - 05/22/2024
NYLIFE SECURITIES LLC (CHARLOTTE NC)
IA
Issued 07/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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