Unclaimed
Andrew Skinner is a financial advisor with Raymond James & Associates, Inc. Andrew has been in the financial services industry since 2020. Andrew has Series 7, 63, 65, and 99 securities licenses and is registered to conduct business in Florida. Andrew has experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Andrew has a background in the golf industry, having worked at various golf courses and as a golf professional. Andrew also has experience in the financial services industry, having worked at Vanguard Marketing Corporation. Andrew is committed to providing his clients with personalized financial advice and guidance.
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
FL
06/19/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
PA
12/08/2020 - 08/01/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 06/14/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2020
SIE - Securities Industry Essentials 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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