Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robbins is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Ameriprise Financial Services, LLC. Michael has been with Ameriprise Financial Services, LLC since January 2020. Previously, Michael worked with CETERA ADVISOR NETWORKS LLC from September 2019 to January 2020, and Summit Brokerage Services, Inc. from February 2003 to September 2019. Michael has a strong track record of providing financial advice to individuals, families, and businesses. Michael holds Series 7, Series 63, and Series 65 licenses.
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
FL
01/03/2020 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
09/20/2019 - 01/07/2020
CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)
FL
02/03/2003 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MO
01/02/2001 - 02/18/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
01/03/1994 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
05/04/1992 - 01/03/1994
JW CHARLES SECURITIES, INC. (BOCA RATON FL)
IA
Issued 09/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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