Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Evans is a financial advisor at Rossby Financial, LLC. Andrew Evans has been in the industry for over 18 years. Andrew Evans is registered to provide financial services in Florida, Maryland, Massachusetts, Michigan, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, and West Virginia. Andrew Evans specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Family office services
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/13/2023 - Present
Rossby Financial, LLC (MELBOURNE FL)
PA
08/06/2012 - 03/06/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Carmichaels PA)
PA
01/11/2011 - 08/14/2012
WADDELL & REED, INC. (MONROEVILLE PA)
PA
05/01/2009 - 12/21/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (PITTSBURGH PA)
PA
04/18/2007 - 03/20/2009
CHARLES SCHWAB & CO., INC. (PITTSBURGH PA)
PA
04/25/2006 - 04/04/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
FL
05/14/2004 - 01/26/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 07/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2009
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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