Unclaimed
Martin Lee Robbins is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Martin has been in the financial services industry for over 12 years. Ameriprise Financial Services, LLC is a financial services firm with over $479 billion in assets under management. Ameriprise Financial Services, LLC offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Martin specializes in asset allocation services, financial planning, pension consulting, educational seminars and portfolio management for both individuals and businesses.
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
MA
05/13/2022 - Present
Ameriprise Financial Services, LLC (Norwell MA)
MA
11/06/2015 - 06/06/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NORWELL MA)
NY
06/24/2010 - 11/09/2015
FIRST COMMAND FINANCIAL PLANNING, INC. (ROCHESTER NY)
IA
Issued 09/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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