Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bonwell is an investment advisor representative with Ameriprise Financial Services, LLC, licensed to provide investment advice in multiple states. Robert has been in the financial industry since 1965 and holds licenses and certifications in a variety of areas, including Series 7, 9, 10, and 65. Robert has extensive experience with Ameriprise Financial Services, LLC, and Wells Fargo Clearing Services, LLC and has previously worked with Prudential Securities Incorporated and Bache Halsey Stuart Inc. In addition to being an investment advisor representative, Robert also owns a Real Estate company in Charleston, WV. Robert is focused on providing personalized financial planning advice and investment management services to individuals, families, 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.
1
2
WV
01/28/2020 - Present
Ameriprise Financial Services, LLC (Charleston WV)
WV
07/01/2003 - 01/27/2020
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON WV)
NY
09/16/1977 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/27/1976 - 09/16/1977
BACHE HALSEY STUART INC.
NA
02/27/1976 - 08/27/1976
BACHE & CO INCORPORATED
NA
04/02/1965 - 02/27/1976
BACHE & CO., INCORPORATED
IA
Issued 10/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/01/1979
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/1969
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1996
Series 15 - Foreign Currency Options Examination
BC
Issued 02/25/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/13/1977
PC - AMEX Put and Call Exam
BC
Issued 12/21/1964
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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