Unclaimed
Andrew Billard is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. in Overland Park, Kansas. Andrew holds the Series 66, Series 7TO and the SIE licenses and has been in the industry since 2021. Prior to joining Raymond James, Andrew worked at Commonwealth Financial Network in Rockland, Massachusetts. Andrew has experience providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Andrew is committed to helping clients reach their financial goals.
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
KS
11/13/2023 - Present
Raymond James Financial Services Advisors, Inc. (Overland Park KS)
MA
05/11/2021 - 08/10/2023
COMMONWEALTH FINANCIAL NETWORK (ROCKLAND MA)
BOTH
Issued 12/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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