Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Mitchell Cullen is a financial advisor with Ameriprise Financial Services, LLC. Andrew has 2 years of experience in the financial services industry. Andrew is registered with the state of Ohio, Texas, Indiana, and Kentucky, and is also registered with FINRA and the state of Ohio as an Investment Advisor Representative. Andrew's areas of expertise include portfolio management for individuals and businesses, asset allocation services, financial planning, and pension consulting. Andrew's past experience includes work at U.S. BANCORP INVESTMENTS, INC., CUSO FINANCIAL SERVICES, L.P., and FIDELITY BROKERAGE SERVICES LLC.
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
OH
01/03/2025 - Present
Ameriprise Financial Services, LLC (West Chester OH)
OH
06/13/2023 - 07/24/2024
U.S. BANCORP INVESTMENTS, INC. (Cincinnati OH)
OH
12/07/2022 - 04/21/2023
CUSO FINANCIAL SERVICES, L.P. (CINCINNATI OH)
KY
06/03/2022 - 12/05/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
08/18/2021 - 05/07/2022
J.P. MORGAN SECURITIES LLC (MILFORD OH)
BOTH
Issued 09/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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