Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Arthur Lepa is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the financial services industry since 1987. Robert has been registered with Ameriprise Financial Services, LLC since 2018. Robert is registered to offer securities and investment advisory services in multiple states. Robert specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Robert also offers asset allocation services and educational seminars.
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
FL
03/07/2022 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
01/01/2008 - 07/30/2018
WELLS FARGO CLEARING SERVICES, LLC (WEST PALM BEACH FL)
FL
05/05/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WEST PALM BEACH FL)
NJ
02/23/1988 - 05/23/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/18/1987 - 02/10/1988
J. W. GANT & ASSOCIATES, INC.
BC
Issued 08/28/1987
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 02/04/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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