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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Holman is a financial advisor with Raymond James & Associates, Inc. in New Orleans, Louisiana. Andrew has been in the industry since May 22, 2007, and has experience with a variety of financial products and services. Andrew specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions.
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
LA
03/16/2020 - Present
Raymond James & Associates, Inc. (NEW ORLEANS LA)
MS
12/13/2013 - 03/16/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGELAND MS)
LA
01/03/2013 - 12/12/2013
WELLS FARGO ADVISORS, LLC (METAIRIE LA)
MO
03/05/2008 - 10/22/2012
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
01/01/2008 - 04/17/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
03/12/2007 - 01/01/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 3 - National Commodity Futures Examination
BC
Issued 12/08/2009
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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