Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew McIlvaine is a financial advisor at Raymond James & Associates, Inc. Andrew has over 6 years of experience in the financial services industry. Andrew has a Series 7, Series 66, and SIE license and is registered to provide investment advice in over 40 states. Andrew has previously worked at Morgan Stanley. Andrew also owns a rental real estate business. Andrew's clients include individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. Andrew is a specialist in providing financial advice for individuals and businesses. Andrew is dedicated to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Please see note in schedule d - miscellaneous
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
FL
07/11/2024 - Present
Raymond James & Associates, Inc. (TAMPA FL)
FL
10/06/2017 - 07/17/2024
MORGAN STANLEY (Tampa FL)
BOTH
Issued 11/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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