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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 Charles Whitehead is an active investment advisor representative with Ameriprise Financial Services, LLC. Robert Charles Whitehead has been in the industry for over 23 years. Robert Charles Whitehead holds the Series 63 and 65 licenses, as well as the Series 7 and SIE. Robert Charles Whitehead is registered in multiple states including Florida, New York and Texas. Robert Charles Whitehead has a diverse clientele, including individuals, families, and institutions. Robert Charles Whitehead provides a range of financial services, including asset allocation, financial planning, pension consulting, and portfolio management.
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.
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NY
10/06/2006 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
MN
09/30/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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