Unclaimed
Andrew Andrikopoulos is a financial advisor with Ameriprise Financial Services, LLC. Andrew has been in the financial services industry since 1989 and is registered to provide investment advice in California, Texas, and Virginia. Andrew has a Series 6, 7, 63, and 65 licenses. Andrew also owns a tax accounting business.
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
CA
01/06/2017 - Present
Ameriprise Financial Services, LLC (REDWOOD CITY CA)
CA
11/30/1989 - 11/01/2011
H.D. VEST INVESTMENT SERVICES (PALO ALTO CA)
IA
Issued 01/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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