Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Di Donato II is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the industry since 2005. Robert works with individuals, high-net-worth individuals, trusts and estates, charitable organizations, corporations and businesses, pension and profit-sharing plans, and insurance companies. Robert has Series 7, 24, 63 and 66 securities licenses and holds registrations in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington, and Wisconsin.
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
WI
10/19/2012 - Present
Ameriprise Financial Services, LLC (Brookfield WI)
WI
10/23/2009 - 10/30/2012
ROBERT W. BAIRD & CO. INCORPORATED (OCONOMOWOC WI)
WI
03/11/2009 - 11/03/2009
LPL FINANCIAL CORPORATION (WAUKESHA WI)
WI
01/08/2009 - 03/12/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUKESHA WI)
WI
01/29/2008 - 06/09/2008
STARK DISTRIBUTORS LLC (ST. FRANCIS WI)
WI
08/25/2004 - 07/06/2007
RELIANT TRADING (ST. FRANCIS WI)
WI
08/26/2004 - 03/05/2007
SHEPHERD TRADING LIMITED (ST. FRANCIS WI)
WI
05/27/2004 - 08/13/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 01/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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