Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Robertson is a financial advisor with Ameriprise Financial Services, LLC. Abraham has been in the financial services industry since 2010. Abraham is registered with FINRA, the state of Texas and Michigan, and holds the Series 7 and 63 licenses as well as the SIE exam. Abraham also holds the Certified Financial Planner designation. In addition to working with Ameriprise Financial Services, LLC, Abraham also owns A2 Business LLC. Abraham's clients include high net worth individuals, corporations, individuals, trusts/estates, insurance companies, charitable organizations and pension and profit-sharing plans.
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
MI
01/18/2023 - Present
Ameriprise Financial Services, LLC (Novi MI)
MN
12/16/2014 - 01/09/2023
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/04/2013 - 12/16/2014
AMERIPRISE FINANCIAL SERVICES, INC. (WOODBURY MN)
MN
09/14/2010 - 12/06/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 09/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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