Unclaimed
Anthony Mark D'andrea is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Chattanooga, TN. Anthony has been in the industry for over 20 years and holds multiple professional designations, including a Certified Financial Planner certification. Anthony has worked with clients in a variety of industries and has a proven track record of helping individuals and families achieve their financial goals. Anthony specializes in providing financial planning, portfolio management, and other financial services.
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
TN
03/01/2021 - Present
Raymond James Financial Services Advisors, Inc. (Chattanooga TN)
TN
07/13/2000 - 03/01/2021
RAYMOND JAMES & ASSOCIATES, INC. (CHATTANOOGA TN)
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 04/21/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/21/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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