Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Baird Davis is a financial professional with over 10 years of experience in the industry. Andrew has been a registered representative with Ameriprise Financial Services, LLC since 2022 and has previously been with Woodbury Financial Services, Inc., and Questor Capital Corporation. Andrew is a Series 66, 24, 7 and SIE licensed advisor. Andrew holds a FINRA Series 24 General Securities Principal Examination for Broker-Dealer, Series 7 General Securities Representative Examination, Series 66 Uniform Combined State Law Examination, and a SIE Securities Industry Essentials Examination. Andrew focuses on portfolio management for businesses, individuals and pooled investment vehicles. Andrew provides financial planning and educational seminars and specializes in asset allocation services.
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
MN
04/18/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
04/09/2019 - 08/31/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
01/28/2016 - 03/13/2019
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 10/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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