Unclaimed
Andrew Ryan Petty is an investment advisor representative with Ameriprise Financial Services, LLC. Andrew has been in the financial services industry since November 2001. Andrew is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Andrew holds Series 7 and 66 licenses. Andrew is also registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Andrew provides financial planning, asset allocation services, portfolio management for individuals and businesses, and educational seminars. Andrew is also involved in real estate ownership and consulting.
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
FL
11/18/2016 - Present
Ameriprise Financial Services, LLC (ORLANDO FL)
MN
11/16/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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