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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 in Charleston, WV. Robert has over 20 years of experience in the securities industry. Robert is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Robert is also licensed to sell securities in several states. Prior to joining Ameriprise Financial Services, LLC Robert was employed with WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED, CAPITAL BROKERAGE CORPORATION and FORTH FINANCIAL SECURITIES, CORPORATION. Robert offers financial planning, asset allocation services, pension consulting, portfolio management for individuals and businesses. Robert is a Series 6, 7, 63 and 65 licensed professional and has earned the SIE designation.
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
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
05/22/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
VA
12/01/1997 - 05/21/1998
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
04/22/1997 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 08/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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