Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brian Welle is a financial advisor registered with Ameriprise Financial Services, LLC. Robert has been in the financial industry since 1983. Robert is licensed to provide financial services in 35 states. Robert is also registered as an Investment Advisor Representative (IAR) in Texas. Robert has a Series 63 license, and holds four Series licenses, including the Series 7, Series 22 and the Series 6. Robert is associated with Ameriprise Financial Services, LLC’s office in Salem, OR, and also works from the office in Eugene, OR.
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
OR
10/06/2006 - Present
Ameriprise Financial Services, LLC (SALEM OR)
NA
06/22/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 11/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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