Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew David Pollack is an investment advisor representative at Ameriprise Financial Services, LLC with over 24 years of experience in the financial services industry. Andrew has been registered with Ameriprise Financial Services, LLC since November 30, 2021. Andrew also has prior registration with IDS Life Insurance Company. Andrew holds Series 63, 66 and 7 licenses along with a SIE license. Andrew is a licensed investment advisor representative in 18 states. Andrew specializes in portfolio management for businesses and individuals, financial planning and pension consulting. Andrew is a member of the Central East Portland Rotary Club and the 4259 NE Broadway Portland, OR 97213 General Board.
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
OR
11/30/2021 - Present
Ameriprise Financial Services, LLC (PORTLAND OR)
MN
09/09/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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