Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew joshua? Claim Your ProfileAndrew Joshua Max Sutherland is a financial professional based in Hamilton, Alabama. Andrew is a registered representative with LPL Financial LLC. Andrew has been in the industry since 2019 and is licensed to conduct business in Alabama. Previously, Andrew worked with Allstate Financial Services, LLC, and Raymond James & Associates, Inc. Andrew has experience working with a wide variety of clients including high-net-worth individuals, corporations, and pension plans. Andrew is committed to providing clients with personalized financial advice and investment management services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
05/30/2023 - Present
LPL Financial LLC (HAMILTON AL)
AL
11/12/2020 - 06/18/2021
ALLSTATE FINANCIAL SERVICES, LLC (BIRMINGHAM AL)
AL
09/12/2019 - 04/27/2020
RAYMOND JAMES & ASSOCIATES, INC. (FLORENCE AL)
BOTH
Issued 10/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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