Unclaimed
Andrew William Rodgers is a financial advisor with over 20 years of experience in the industry. Andrew is registered with Raymond James Financial Services Advisors, Inc. in Washington and Texas. Andrew's experience includes work with various firms including BrokersXpress LLC, Raymond James Financial Services, Inc., AXA Advisors, LLC, National Securities Corporation, and Suppes Securities, Inc. Andrew has worked in a number of cities including Burien, Seattle, Bellevue, Boca Raton, NYC, and Scottsdale. Andrew provides a range of services to clients, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Andrew also provides hourly and fixed-rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
08/23/2012 - Present
Raymond James Financial Services Advisors, Inc. (TUKWILA WA)
WA
09/15/2010 - 08/01/2012
BROKERSXPRESS LLC (BURIEN WA)
WA
06/15/2010 - 09/17/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (SEATTLE WA)
WA
09/07/2009 - 06/17/2010
AXA ADVISORS, LLC (BELLEVUE WA)
FL
09/03/1993 - 12/08/1998
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
04/22/1993 - 04/23/1993
SUPPES SECURITIES, INC. (NYC NY)
AZ
09/25/1992 - 10/30/1992
FRANKLIN-LORD, INC. (SCOTTSDALE AZ)
BOTH
Issued 09/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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