Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Bolling is a financial advisor with over 20 years of experience in the financial services industry. Andrew is registered with Raymond James Financial Services Advisors, Inc. in Virginia and Texas. Andrew has a strong background in investments and financial planning, and is committed to providing personalized financial advice to help clients achieve their financial goals. Andrew works with individuals, families, businesses, and retirement plans.
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
VA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SUFFOLK VA)
VA
08/09/2001 - 02/10/2004
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
MO
10/01/2000 - 07/11/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/02/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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