Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Fealy Uchtman is a financial advisor with Ameriprise Financial Services, LLC. Andrew has been in the financial services industry since 2011 and is registered to provide investment advice in California, Florida, Georgia, Indiana, Kentucky, Michigan, North Carolina, Ohio, South Carolina, Texas, and Virginia. Andrew has Series 6, 7, 63, and 66 securities licenses as well as a SIE license. Andrew provides financial planning, portfolio management, educational seminars, publication of periodicals, and selection of other advisors. Andrew works out of the Ameriprise Financial Services, LLC office in Cincinnati, Ohio.
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
OH
09/05/2023 - Present
Ameriprise Financial Services, LLC (Cincinnati OH)
OH
10/14/2011 - 09/13/2023
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
KY
12/01/2010 - 05/27/2011
THE HUNTINGTON INVESTMENT COMPANY (BURLINGTON KY)
BOTH
Issued 05/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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