Unclaimed
Leanne Robuck is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Leanne has been in the securities industry since 2007, and has passed the Series 7 and 66 exams. Leanne has a variety of investment specializations, including stocks, bonds, mutual funds, and variable annuities. Leanne is also registered to provide investment advice in several states.
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
SC
01/18/2024 - Present
Ameriprise Financial Services, LLC (BLYTHEWOOD SC)
BOTH
Issued 10/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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