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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 Ross is a financial advisor with Ameriprise Financial Services, LLC. Andrew has over 40 years of experience in the financial services industry. Andrew specializes in providing financial planning, portfolio management, and asset allocation services. Andrew is a Registered Representative and Investment Advisor Representative. He has several professional designations, including Chartered Financial Consultant. Andrew also holds licenses in multiple states, including Colorado, Florida, Indiana, North Carolina, Oklahoma, and Texas.
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
TX
09/09/1996 - Present
Ameriprise Financial Services, LLC (Richardson TX)
MN
09/06/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/21/1988 - 06/06/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IN
05/01/1973 - 06/06/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
11/24/1993 - 03/10/1995
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
NA
01/21/1988 - 08/05/1994
LINCOLN FINANCIAL ADVISORS CORPORATION
IN
05/01/1973 - 08/05/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
09/23/1993 - 11/24/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
01/21/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
08/03/1972 - 04/26/1973
FINANCIAL SECURITIES CO., INC.
BC
Issued 03/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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