Unclaimed
Timothy Andreas is a registered representative with Raymond James Financial Services Advisors, Inc. Timothy has been in the financial services industry for over 20 years. Timothy has licenses for securities and investment advisory services in several states. Timothy holds the Series 3, 7, 9, 10, 66 and SIE licenses and is a Registered Representative of Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, Timothy was employed with Wells Fargo Advisors, LLC and Prudential Securities Incorporated.
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
12/19/2013 - Present
Raymond James Financial Services Advisors, Inc. (Lake Charles LA)
LA
07/01/2003 - 12/09/2013
WELLS FARGO ADVISORS, LLC (LAKE CHARLES LA)
NY
04/06/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 05/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 3 - National Commodity Futures Examination
BC
Issued 04/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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