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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Ramsey is a financial advisor with Wells Fargo Clearing Services, LLC. Andrew is based in SHOREVIEW, MN. Andrew has been a Registered Representative since July 2007. Andrew has passed the Series 7, Series 24, Series 31, Series 52, Series 53, and Series 63 exams. Andrew is a Registered Investment Advisor with the state of Minnesota. Andrew has over 10 years of experience in the financial services industry. Before joining Wells Fargo Clearing Services, LLC., Andrew was a financial advisor with Ameriprise Financial Services, Inc. and U.S. Bancorp Investments, Inc.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MN
01/06/2021 - Present
Wells Fargo Clearing Services, LLC (SHOREVIEW MN)
MN
05/11/2010 - 07/08/2019
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/09/2007 - 05/04/2010
U.S. BANCORP INVESTMENTS, INC. (EDINA MN)
MN
07/27/2007 - 11/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 02/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2008
Series 4 - Registered Options Principal Examination
BC
Issued 04/05/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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