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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Thomas Bageris is a financial advisor with Raymond James & Associates, Inc. Andrew is a licensed broker and investment advisor representative who has been in the financial services industry since 1995. He has held registrations in various states and has experience in providing a variety of financial services including portfolio management, financial planning, and pension consulting. Andrew has a strong track record of providing his clients with personalized advice and customized financial solutions. He is committed to helping his clients achieve 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.
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
MI
01/09/2019 - Present
Raymond James & Associates, Inc. (FARMINGTON HILLS MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
03/06/1995 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 03/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative 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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