Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bjorn? Claim Your ProfileBjorn Andersen is a financial advisor with Raymond James & Associates, Inc. in Atlanta, Georgia. Bjorn has been in the industry since 1990 and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Bjorn holds Series 63, 65 and 7 securities licenses and is a Certified Financial Planner. Bjorn Andersen has worked for several firms over the years including Morgan Keegan & Company, Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., Olde Discount Corporation and Princeton Financial Group, Inc. Bjorn is also registered with the state of Georgia as an Investment Advisor Representative.
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
GA
09/25/2024 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
04/09/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
07/31/1993 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
11/04/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MI
03/05/1991 - 11/13/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
10/24/1990 - 01/03/1991
PRINCETON FINANCIAL GROUP, INC.
IA
Issued 01/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1990
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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