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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 Tomas Gotianse is a financial advisor with Ameriprise Financial Services, LLC, a firm with over 140,000 clients. Andrew is registered as a securities broker in Arizona, Arkansas, California, Florida, Georgia, Hawaii, Idaho, Illinois, Kentucky, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Texas, Utah, Virginia and Washington. He is also a Registered Investment Advisor in California and Texas. Andrew has been in the industry for over 20 years. He holds Series 63 and 65 licenses as well as Series 7, 31 and SIE licenses. He specializes in financial planning, retirement planning, and investment management.
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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CA
05/17/2018 - Present
Ameriprise Financial Services, LLC (REDWOOD CITY CA)
CA
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (BURLINGAME CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BURLINGAME CA)
CA
03/10/2003 - 04/02/2007
MORGAN STANLEY DW INC. (BURLINGAME CA)
BC
Issued 04/04/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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