Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Smith is a financial advisor with Ameriprise Financial Services, LLC based in Tulsa, Oklahoma. Andrea has been working in the financial industry since 2017. Andrea is a registered representative and investment advisor representative in Arkansas and Oklahoma. Andrea holds Series 63, 65 and 7 licenses as well as the SIE exam. Andrea specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Investment Companies.
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.
1
2
OK
05/13/2024 - Present
Ameriprise Financial Services, LLC (TULSA OK)
IA
Issued 05/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrea Smith is the right advisor for you? Invested Better is here to help.
