Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Andrews is a financial advisor with over 20 years of experience in the industry. Paul is currently registered with Raymond James & Associates, Inc. in Maryland and Texas. Paul has a strong background in securities and investments, holding licenses in Series 7, Series 31, and Series 66. Prior to joining Raymond James, Paul was employed by UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Paul specializes in providing a variety of financial services to individuals, corporations, and institutions. These services include financial planning, portfolio management, and pension consulting.
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
MD
06/23/2020 - Present
Raymond James & Associates, Inc. (Bethesda MD)
DC
01/30/2009 - 07/09/2020
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
MD
04/02/2007 - 02/02/2009
MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)
MD
02/20/2002 - 04/02/2007
MORGAN STANLEY DW INC. (BETHESDA MD)
BOTH
Issued 04/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/2002
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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