Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Stanton Andrew is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Troy, Michigan. Peter has been a financial advisor for over 10 years and holds Series 63, 65, 7TO, 9, and 10 licenses. Peter also holds the designation of Certified Financial Planner. Peter's practice focuses on financial planning, portfolio management for individuals and businesses, and pension consulting. Peter is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
MI
02/21/2018 - Present
Raymond James Financial Services Advisors, Inc. (TROY MI)
BC
Issued 09/25/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Peter Andrew is the right advisor for you? Invested Better is here to help.
