Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Blake Ulvestad is a financial advisor registered with Raymond James Financial Services Advisors, Inc., based in Sioux Falls, South Dakota. Andrew has been in the financial industry since June 2018 and holds a Series 66, Series 7, and SIE license. Andrew has been registered in 25 states and has been a financial advisor at Thrivent Investment Management, Inc. Andrew is currently providing financial services through Raymond James Financial Services Advisors, Inc.. Andrew has a passion for helping individuals and families achieve their financial goals. Andrew provides a wide range of services, including financial planning, portfolio management, and retirement planning. Andrew is committed to providing personalized service and building long-term relationships with clients.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
SD
08/14/2024 - Present
Raymond James Financial Services Advisors, Inc. (Sioux Falls SD)
SD
06/18/2018 - 11/09/2018
THRIVENT INVESTMENT MANAGEMENT INC. (HURON SD)
BOTH
Issued 08/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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