Unclaimed
Andrew Semjen has been a financial advisor for over 35 years, working with individuals and families to create financial plans that meet their goals. Andrew is a registered representative with Raymond James Financial Services Advisors, Inc. and has extensive experience in providing financial advice to a wide range of clients, including high-net-worth individuals, families, corporations, and retirement plans. He is committed to providing personalized attention and developing long-term relationships with his clients. Andrew offers a wide range of financial services, including investment management, financial planning, retirement planning, and estate planning.
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
MA
02/26/2020 - Present
Raymond James Financial Services Advisors, Inc. (BRAINTREE MA)
NY
03/24/2000 - 02/05/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/10/1994 - 03/23/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/25/1988 - 11/11/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/12/1988 - 06/10/1988
FAHNESTOCK & CO., INC.
NA
04/01/1988 - 04/12/1988
FAHNESTOCK INTERNATIONAL INC.
NA
03/02/1988 - 04/01/1988
FAHNESTOCK & CO., INC.
NA
08/14/1987 - 11/09/1987
SANDHURST SECURITIES LTD.
NA
06/08/1987 - 08/18/1987
JP MICHAEL CO.
NA
08/19/1986 - 06/09/1987
INVESTORS CENTER INCORPORATED
NA
09/09/1986 - 09/25/1986
THE DREYFUS SERVICE CORPORATION
BOTH
Issued 02/12/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Semjen is the right advisor for you? Invested Better is here to help.