Unclaimed
Andrew Leedom is a financial advisor with Ameriprise Financial Services, LLC. Andrew has been in the industry since 1998 and is registered to provide investment advice in 18 states. Andrew holds the Series 7, Series 65, and Series 66 securities licenses. In addition to his work with Ameriprise Financial Services, LLC, Andrew has previously worked at CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Andrew's specializations include asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
MD
12/19/2008 - Present
Ameriprise Financial Services, LLC (Sparks MD)
MD
02/21/2006 - 12/23/2008
CITIGROUP GLOBAL MARKETS INC. (HUNT VALLEY MD)
MD
09/25/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 01/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/08/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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