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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Roberts is a financial advisor registered with Ameriprise Financial Services, LLC. Geoffrey has been in the financial services industry since 1995. Geoffrey Roberts is registered with the following states: Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Mississippi, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Geoffrey also holds the Series 7, Series 63, Series 65, and SIE licenses. Geoffrey's firm, Ameriprise Financial Services, LLC, is a large financial firm offering a wide range of services including financial planning, pension consulting, and portfolio management. The firm has over $1 billion in assets under 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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2
NC
07/21/2014 - Present
Ameriprise Financial Services, LLC (CHARLOTTE NC)
MN
11/10/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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