Unclaimed
Andrea Kimble is a financial advisor with Ameriprise Financial Services, LLC. Andrea has been in the industry since January 2023. Andrea has a Series 63 license and has passed the Series 6TO and SIE exams. Andrea is registered in Indiana. Andrea previously worked at THE HUNTINGTON INVESTMENT COMPANY.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
IN
07/03/2024 - Present
Ameriprise Financial Services, LLC (INDIANAPOLIS IN)
IN
01/09/2023 - 06/27/2024
THE HUNTINGTON INVESTMENT COMPANY (FISHERS IN)
BC
Issued 02/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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