Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Gaylord has over 27 years of experience in the financial services industry. Andrew currently works for Raymond James & Associates, Inc. and is registered as an investment advisor representative in Florida. Andrew is a Series 7, 9, 10, 24, 63, 65, 79 and SIE licensed professional. Prior to working for Raymond James & Associates, Inc. Andrew worked for Raymond James & Associates, Inc. in ST. PETERSBURG, Florida.
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
04/22/2010 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
04/05/1995 - 02/11/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 04/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/08/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1995
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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