Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bonfiglio is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the financial services industry since 1989. Robert has a wide range of experience in the financial services industry, including experience with Ameriprise Financial Services, LLC, and IDS Life Insurance Company. Robert is registered with the following regulatory bodies: Financial Industry Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), and the State of New Hampshire. Robert is also a Registered Investment Advisor (RIA) in Maine and Texas. Robert has also passed the following exams: Series 7, Series 24, Series 53, and Series 63. Robert provides a variety of financial services, including financial planning, portfolio management, asset allocation services, and educational seminars. Robert is committed to providing his clients with personalized financial advice and guidance.
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
NH
07/16/2013 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
MN
10/25/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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