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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ball is a financial advisor with Ameriprise Financial Services, LLC. Andrew has over 6 years of experience in the financial services industry. Andrew's areas of focus include financial planning, portfolio management, and investment advisory services. Andrew is licensed to provide financial advice in Arizona, Massachusetts, New Jersey, Rhode Island, South Carolina, and Washington.
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
MA
06/30/2023 - Present
Ameriprise Financial Services, LLC (Sandwich MA)
MA
02/25/2020 - 07/03/2023
CITIZENS SECURITIES, INC. (QUINCY MA)
MA
08/03/2018 - 10/02/2019
EDWARD JONES (BOSTON MA)
MA
10/13/2016 - 05/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
04/11/2016 - 08/11/2016
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
BOTH
Issued 01/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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