Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Kovich is a financial advisor with Ameriprise Financial Services, LLC, in Everett, Washington. Robert has been a financial advisor since 1985 and has experience with a variety of financial products and services. He is registered with the state of Washington as a Registered Representative and an Investment Advisor Representative. Robert has earned the Series 7, Series 6, and Series 63 securities licenses and the SIE exam. Prior to joining Ameriprise, Robert worked for IDS Life Insurance Company and First Investors Corporation. Robert Kovich can provide financial advice to individuals, high-net-worth individuals, trusts/estates, charitable organizations, insurance companies, corporations/businesses, pension and profit-sharing plans, and state/municipal government entities.
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
WA
10/06/1988 - Present
Ameriprise Financial Services, LLC (EVERETT WA)
MN
09/28/1988 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/06/1985 - 10/06/1988
FIRST INVESTORS CORPORATION
BC
Issued 05/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Kovich is the right advisor for you? Invested Better is here to help.
