Unclaimed
Andrew Seward is a financial advisor with U.S. Bancorp Investments, Inc. based in Minneapolis, Minnesota. Andrew has been in the financial industry since 2005 and holds Series 7 and Series 66 securities licenses. Andrew has experience with a variety of financial services, including portfolio management, financial planning, and publication of periodicals. Prior to joining U.S. Bancorp Investments, Inc., Andrew worked at Raymond James Financial Services Advisors Inc., Charles Schwab & Co., Inc., and Wells Fargo Advisors, 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
04/29/2024 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
MN
09/21/2015 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Woodbury MN)
MN
07/09/2015 - 08/25/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (Blaine MN)
MN
10/17/2012 - 10/14/2014
FIDELITY BROKERAGE SERVICES LLC (MINNETONKA MN)
MN
01/03/2011 - 10/11/2012
WELLS FARGO ADVISORS, LLC (ELK RIVER MN)
MN
01/25/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ELK RIVER MN)
BOTH
Issued 06/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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