Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Mc call is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the industry since 1981 and holds the Series 7, Series 1, Series 63, and Series 65 licenses. Robert has worked with Ameriprise Financial Services, Inc. since 2009. Prior to that, Robert was a financial advisor with Wachovia Securities, LLC, Prudential Securities Incorporated and CG Equity Sales Company. Robert specializes in providing financial advice to individuals, businesses, pension and profit sharing plans, charitable organizations, trusts/estates, and insurance companies.
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
03/22/2018 - Present
Ameriprise Financial Services, LLC (Portland OR)
CA
05/02/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SAN DIEGO CA)
CA
05/10/2000 - 05/05/2008
WACHOVIA SECURITIES, LLC (CARLSBAD CA)
NY
05/24/1984 - 05/17/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/15/1979 - 02/12/1982
CG EQUITY SALES COMPANY
IA
Issued 03/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Mc call is the right advisor for you? Invested Better is here to help.
