Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Gay is a financial advisor with over 27 years of experience in the financial services industry. Andrew has a Series 7 and Series 63 license, as well as a Series 65 license. He has worked with a number of firms over the years, including Invest Financial Corporation, BB&T Investment Services, Inc., Compass Brokerage, Inc., and SunTrust Investment Services, Inc. He is currently a registered representative with Synovus Securities, Inc. and is also a registered investment advisor. Andrew has a history of providing financial advice to a wide range of clients, including high-net-worth individuals, businesses, and charitable organizations. His areas of expertise include financial planning, portfolio management, and investment management.
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.
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.
Tax related services, administrative services
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.
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2
GA
10/25/2022 - Present
Synovus Securities, Inc. (LAGRANGE GA)
GA
12/12/2011 - 06/17/2016
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
06/23/2005 - 12/14/2011
INVEST FINANCIAL CORPORATION (WEST POINT GA)
NC
03/15/2005 - 06/24/2005
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
WI
04/07/2003 - 03/11/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
AL
01/22/2002 - 04/11/2003
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
AL
02/09/2001 - 12/18/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
11/30/1995 - 01/18/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
05/26/1994 - 05/26/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 08/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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