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 Spitz is an Investment Advisor Representative who has been in the industry since December 14, 1997. Andrew is registered with Ameriprise Financial Services, LLC and is licensed in Arizona, California, Colorado, Florida, Hawaii, Kansas, Maine, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Mexico, North Carolina, Oregon, Texas and Washington. He is also a Registered Representative, which means he is able to sell securities. Andrew has been associated with Ameriprise Financial Services, LLC since March 2020, and with Ameriprise Financial Services, Inc. since July 1997. Andrew Spitz's previous experience includes working for IDS LIFE INSURANCE COMPANY. He has successfully passed the Series 63, SIE, and Series 7 exams.
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
HI
10/05/2020 - Present
Ameriprise Financial Services, LLC (Kamuela HI)
MN
04/30/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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