Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Paul White is a financial advisor with Raymond James Financial Services Advisors, Inc. Andrew has over 16 years of experience in the financial industry. Andrew is registered with the state of Virginia and several other states. Andrew has also passed the Series 7, Series 63, Series 66 and SIE exams. Andrew is a Senior Financial Consultant at Atlantic Union Bank and provides financial planning, portfolio management and pension consulting services.
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
01/06/2022 - Present
Raymond James Financial Services Advisors, Inc. (Middleburg VA)
VA
06/02/2021 - 01/06/2022
CITIGROUP GLOBAL MARKETS INC. (Vienna VA)
GA
04/27/2017 - 05/20/2021
FIRST CITIZENS INVESTOR SERVICES, INC. (Martinez GA)
GA
03/29/2010 - 04/27/2017
VALIC FINANCIAL ADVISORS, INC. (AUGUSTA GA)
GA
07/11/2006 - 06/03/2009
EDWARD JONES (EVANS GA)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew White is the right advisor for you? Invested Better is here to help.
