Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Black is a financial advisor with Ameriprise Financial Services, LLC, based in Fairlawn, OH. Andrew has been in the financial industry since December 2016. Andrew's current registration is with Ameriprise Financial Services, LLC and in Ohio. Andrew has previously held positions with TRIAD ADVISORS LLC, Cambridge Investment Research, Inc., Charles Schwab & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew holds the Series 63, Series 66, Series 7 and SIE securities licenses. Andrew has specialized in working with trusts/estates, insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
OH
07/26/2023 - Present
Ameriprise Financial Services, LLC (Fairlawn OH)
OH
02/28/2022 - 12/20/2022
TRIAD ADVISORS LLC (Valley View OH)
OH
03/16/2020 - 01/25/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (VALLEY VIEW OH)
OH
05/10/2019 - 01/27/2020
CHARLES SCHWAB & CO., INC. (Richfield OH)
FL
08/12/2015 - 11/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 10/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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