Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrei? Claim Your ProfileAndrei Weber is a financial advisor at Ameriprise Financial Services, LLC, based in Schnecksville, PA. Andrei has been in the financial services industry since 2011. Andrei is registered with the state of Pennsylvania and holds the Series 7, Series 63, and Series 66 licenses. Andrei also holds the Securities Industry Essentials Examination (SIE). Andrei provides financial planning, asset allocation services, and portfolio management for individuals and businesses. Andrei has experience working with trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. In addition to Ameriprise Financial Services, LLC, Andrei has experience with Investment Professionals, Inc., and SWS Financial Services, Inc.
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
PA
09/01/2018 - Present
Ameriprise Financial Services, LLC (Schnecksville PA)
PA
06/29/2012 - 09/25/2018
INVESTMENT PROFESSIONALS, INC. (BETHLEHEM PA)
PA
10/04/2011 - 07/23/2012
SWS FINANCIAL SERVICES, INC. (ALLENTOWN PA)
BOTH
Issued 09/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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