Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Allan Andreas is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. Ricky has been in the financial services industry since January 15, 2006 and holds Series 7, 9, 10, 66 and SIE licenses. Ricky has experience with a wide range of client types including individuals, corporations, and high-net-worth individuals. Ricky's previous experience includes employment with UBS Financial Services Inc. In addition to Ricky's role at Raymond James Financial Services Advisors, Inc., Ricky also owns and operates a support company, RA Capital of Louisiana, in Walker, LA.
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
LA
03/27/2014 - Present
Raymond James Financial Services Advisors, Inc. (Lafayette LA)
LA
01/16/2006 - 12/23/2013
UBS FINANCIAL SERVICES INC. (LAFAYETTE LA)
BOTH
Issued 02/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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