Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carl Bouza is an investment advisor representative for Ameriprise Financial Services, LLC. He has been in the securities industry since June 8, 1998. Robert is registered in Connecticut, New Jersey and New York and holds the following licenses: Series 6, Series 7, Series 22, Series 63, and Series 66. He is also a registered investment advisor representative in New York. Robert has been with Ameriprise Financial Services, Inc. since November 2003 and has been with Ameriprise Financial Services, LLC since March 2020. He specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for investment 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
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (Staten Island NY)
MN
01/21/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/20/1984 - 01/31/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/09/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
06/20/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BOTH
Issued 02/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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