Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Stager is a financial advisor with Raymond James & Associates, Inc., having joined the firm in November 2019. Andrew previously worked at Piper Jaffray & Co. from June 2015 to September 2019 and Sterne, Agee & Leach, Inc. from February 2013 to June 2015. Andrew has a Series 7, Series 63, Series 79TO and SIE. Andrew has been in the industry since December 2007.
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
MA
11/07/2019 - Present
Raymond James & Associates, Inc. (BOSTON MA)
MA
06/18/2015 - 09/30/2019
PIPER JAFFRAY & CO. (Boston MA)
MA
02/20/2013 - 06/18/2015
STERNE, AGEE & LEACH, INC. (BOSTON MA)
MA
10/05/2012 - 02/05/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)
MA
05/19/2009 - 09/27/2012
STERNE, AGEE & LEACH, INC. (BOSTON MA)
MA
10/05/2007 - 05/11/2009
KEEFE, BRUYETTE & WOODS, INC. (BOSTON MA)
BC
Issued 03/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2007
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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