Unclaimed
Andreas Nicolades is a financial advisor with Ameriprise Financial Services, LLC. Andreas has been a registered representative in the securities industry since January 1984 and holds a Series 6, Series 7 and Series 63 license. Andreas is also a Certified Financial Planner™ professional. Andreas has worked for Ameriprise Financial Services, Inc. since September 2005 and for Ameriprise Financial Services, LLC. since March 2020. Andreas has experience working with high net worth individuals, corporations, trusts, estates, charitable organizations, pension and profit-sharing plans, insurance companies, and state or municipal government entities.
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
ID
03/01/2016 - Present
Ameriprise Financial Services, LLC (Sandpoint ID)
MN
01/20/1984 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/20/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 01/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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