Unclaimed
Andrew Clark is a financial advisor who has been in the industry since 1997. Andrew is a Registered Representative of Ameriprise Financial Services, LLC and is registered with the state of Texas. Andrew has licenses in the following areas: Series 63, 66, and 7. Andrew offers a variety of financial services, including asset allocation, financial planning, pension consulting, and educational seminars.
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
OR
11/10/2009 - Present
Ameriprise Financial Services, LLC (Portland OR)
MN
08/12/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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