Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert A Cortez is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Robert Cortez has been in the financial services industry for over 15 years. Robert Cortez has a strong background in providing financial planning and portfolio management services to individuals, families, and businesses. Robert Cortez has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Robert Cortez is committed to providing his clients with personalized service and a comprehensive approach to their financial needs.
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
TX
10/20/2023 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
05/18/2021 - 09/28/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Houston TX)
TX
01/26/2016 - 06/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
10/12/2010 - 09/02/2015
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/12/2010 - 06/23/2010
NEW ENGLAND SECURITIES (HOUSTON TX)
TX
03/12/2007 - 05/13/2009
EDWARD JONES (HOUSTON TX)
BOTH
Issued 05/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Cortez is the right advisor for you? Invested Better is here to help.
