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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Paulson is a financial advisor registered with Ameriprise Financial Services, LLC, with over 20 years of experience in the industry. Andrew has been with Ameriprise since 2000, working in various locations including Minneapolis, MN, Vienna, VA, and currently Washington, DC. Andrew is a licensed investment advisor and holds multiple securities licenses including Series 6, 7, 63, and 65. Andrew specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, families, businesses, corporations, charitable organizations, trusts, and estates.
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
DC
08/31/2022 - Present
Ameriprise Financial Services, LLC (Washington DC)
VA
04/16/2007 - 04/08/2009
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
MN
10/26/2000 - 09/15/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/26/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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