Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew M. Watkins is a financial advisor with over 20 years of experience in the financial services industry. Andrew Watkins is currently registered with Ameriprise Financial Services, LLC and has been with the firm since September 2020. Previously, Andrew Watkins was employed with Morgan Stanley and Ameriprise Financial Services, Inc. Andrew Watkins holds Series 7, 63, and 65 licenses and has a SIE certification. Andrew Watkins provides financial planning, investment management, and asset allocation services to a diverse clientele, including individuals, families, businesses, and retirement plans. Andrew Watkins is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
FL
09/08/2020 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
02/04/2011 - 09/10/2020
MORGAN STANLEY (CORAL SPRINGS FL)
FL
10/05/2009 - 02/07/2011
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
11/10/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (FT. LAUDERDALE FL)
FL
01/02/2003 - 11/13/2006
WACHOVIA SECURITIES, LLC (CORAL SPRINGS FL)
IA
Issued 02/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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