Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Amys is a financial advisor with over 11 years of experience in the industry. Andrew is currently registered with Independent Advisor Alliance, LLC and holds a Series 7, Series 6, Series 63, and Series 66 license. Andrew specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Andrew's previous experience includes working with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC.
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.
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
WI
05/16/2023 - Present
Independent Advisor Alliance, LLC (South Range WI)
MN
05/02/2012 - 05/17/2023
WELLS FARGO CLEARING SERVICES, LLC (DULUTH MN)
BOTH
Issued 12/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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