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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 Bruce Cline is an investment advisor representative at Ameriprise Financial Services, LLC, a firm headquartered in Minneapolis, Minnesota. Robert has been working in the securities industry since September 11, 1976 and holds multiple licenses and certifications. Robert has experience providing investment advice to individuals, corporations, businesses, and charitable organizations. Ameriprise Financial Services, LLC offers a range of investment advisory services including financial planning, pension consulting, asset allocation services, publication of periodicals, selection of other advisors, portfolio management for individuals and businesses, and educational seminars. Robert is registered to provide investment advice in multiple states including California, Colorado, Delaware, Florida, Georgia, Indiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, and Texas.
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
MI
05/14/2019 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
10/04/2007 - 12/01/2014
OPPENHEIMER & CO. INC. (ROCHESTER MI)
MI
02/26/2002 - 10/08/2007
FERRIS, BAKER WATTS INCORPORATED (AUBURN HILLS MI)
NY
10/23/1990 - 02/22/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/15/1988 - 11/09/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/07/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
08/04/1987 - 08/18/1987
E. F. HUTTON & COMPANY INC
NA
01/27/1984 - 08/10/1987
FIRST OF MICHIGAN CORPORATION
NA
07/22/1976 - 02/04/1984
MANLEY, BENNETT, MCDONALD & CO
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1980
Series 4 - Registered Options Principal Examination
BC
Issued 11/14/1980
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 02/08/1984
PC - AMEX Put and Call Exam
BC
Issued 07/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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