Unclaimed
Andrew James Sonnevil is a financial advisor associated with Ameriprise Financial Services, LLC. Andrew's experience in the industry began on November 19, 2018, and Andrew currently holds registrations in Michigan and Florida as well as a number of other states. Andrew is also a registered investment advisor representative in Michigan. Ameriprise Financial Services, LLC is a well-established firm with a substantial client base across various categories, including high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. The firm offers a range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
1
2
MI
03/11/2020 - Present
Ameriprise Financial Services, LLC (Kalamazoo MI)
IA
Issued 02/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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