Andrew BrateCRD Number: 4593016
Current Firm: Ameriprise Financial Services, Inc.
Andrew Brate (CRD# 4593016) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Gahanna, OH and has over 12 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Ameriprise Financial Services Inc.||Gahanna, OH||Apr 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2004|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV