Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Locke is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Tulsa, Oklahoma. Andrew has been in the industry since June 2008 and holds the Series 66, SIE and Series 7 licenses. Andrew is registered to provide investment advice in Arkansas, California, Colorado, Florida, Georgia, Kansas, Missouri, North Carolina, Oklahoma, Pennsylvania, Texas and Virginia. Andrew also provides investment advisory services to clients in Oklahoma and Texas. Andrew focuses on providing financial planning, portfolio management for individuals and businesses, and pension consulting. Andrew is also available for hourly and fixed rate consultations.
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
OK
02/28/2012 - Present
Raymond James Financial Services Advisors, Inc. (TULSA OK)
BOTH
Issued 08/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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