Unclaimed
Andrew Tyler Fort is a financial advisor with Raymond James & Associates, Inc. in Birmingham, AL. Andrew has been a registered representative in the securities industry since May 2000 and has been an investment advisor since June 2009. Andrew has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Andrew has been with Raymond James & Associates, Inc. since February 2013 and has over 20 years of experience in the financial services industry. Prior to that, Andrew worked at Morgan Keegan & Company, Inc. and Regions Investment Company, Inc.
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
AL
09/19/2022 - Present
Raymond James & Associates, Inc. (BIRMINGHAM AL)
AL
04/12/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
05/15/2000 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
IA
Issued 06/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
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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