Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Robertson is a financial advisor with Ameriprise Financial Services, LLC. Andrew has over 10 years of experience in the financial services industry. Andrew specializes in providing financial planning, asset allocation services, and investment management for individuals, businesses, and trusts/estates. Andrew holds the Series 7, 6, 63, 66 and 9 licenses.
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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MA
02/09/2024 - Present
Ameriprise Financial Services, LLC (Boston MA)
MA
07/08/2019 - 11/01/2019
CITIZENS SECURITIES, INC. (CAMBRIDGE MA)
CT
03/24/2017 - 02/04/2019
FIDELITY BROKERAGE SERVICES LLC (NEW HAVEN CT)
IN
11/03/2015 - 10/10/2016
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
NY
08/06/2015 - 09/22/2015
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/29/2007 - 06/18/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/17/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
WI
03/07/2005 - 09/09/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 09/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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