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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 Vernon is an investment advisor representative for Ameriprise Financial Services, LLC, based in Olympia, WA. Andrew has been in the industry since January 1997 and has an active license with the state of Washington. Andrew William Vernon has experience with various financial products and services, including investment advisory services, portfolio management, and financial planning.
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
WA
11/08/2018 - Present
Ameriprise Financial Services, LLC (Olympia WA)
MA
03/22/1996 - 10/09/2017
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MI
09/25/1995 - 11/29/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/11/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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