Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Voss is a financial advisor with over 4 years of experience in the industry. Andrew is currently registered with LPL Financial LLC in Blaine, MN. Previously, Andrew was registered with CUNA BROKERAGE SERVICES, INC. in Blaine, MN. Andrew holds the Series 6, Series 63 and SIE licenses. Andrew specializes in a variety of areas including financial planning, pension consulting, and investment 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
05/18/2022 - Present
LPL Financial LLC (Blaine MN)
MN
11/06/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Blaine MN)
BC
Issued 02/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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