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Andrew Shoemaker is a financial advisor registered with Ameriprise Financial Services, LLC. Andrew is based in Louisville, Kentucky. Andrew has been in the industry since 2020. Andrew has passed the Series 63, Series 65, Series 7, and SIE exams. Andrew has been with Ameriprise Financial Services, LLC since 2022 and previously worked for LPL Financial LLC. Andrew provides financial planning, portfolio management for individuals and businesses, and educational seminars to clients.
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
KY
03/29/2022 - Present
Ameriprise Financial Services, LLC (Louisville KY)
KY
02/14/2020 - 05/10/2021
LPL FINANCIAL LLC (LOUISVILLE KY)
BC
Issued 12/02/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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