Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Bodnar is an investment advisor representative at Ameriprise Financial Services, LLC. Andrew has been in the industry since June 3, 1997. Andrew is registered with the state of Texas as an investment advisor representative. Andrew is also registered as an investment advisor representative in 21 other states and holds licenses for Series 63, Series 7, and the SIE Exam. In addition to his role at Ameriprise Financial Services, LLC, Andrew is a member of the board of directors for Bodnar. Ameriprise Financial Services, LLC, is a registered investment advisor that manages approximately $1 billion - $10 billion in assets. Ameriprise Financial Services, LLC, specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
MA
07/27/2015 - Present
Ameriprise Financial Services, LLC (DANVERS MA)
MN
06/04/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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