Unclaimed
Andrew Blackstone is a financial advisor with Raymond James Financial Services Advisors, Inc. Andrew is a Series 66, Series 7 and Series 24 licensed professional who provides financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, and retirement plans. Andrew is also a licensed agent for non-variable insurance products and offers a range of fixed fees, commissions, hourly charges and percentage of assets based compensation arrangements. Andrew has been in the financial services industry since March 2015.
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
PA
05/08/2015 - Present
Raymond James Financial Services Advisors, Inc. (YORK PA)
BOTH
Issued 04/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Blackstone is the right advisor for you? Invested Better is here to help.