Unclaimed
Andrew MacKay is a financial advisor at Raymond James & Associates, Inc. based in Virginia Beach, VA. Andrew has been in the financial industry since May 2024 and is registered with FINRA and the state of VA. Andrew holds the Series 7TO, SIE, and Uniform Combined State Law Examinations. Andrew specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients including individuals, corporations, pension plans, and charitable organizations.
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
VA
11/22/2024 - Present
Raymond James & Associates, Inc. (VIRGINIA BEACH VA)
BC
Issued 08/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2024
SIE - Securities Industry Essentials 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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