Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cullen is an investment advisor representative with Ameriprise Financial Services, LLC. Robert has been in the financial industry since 2007. Robert has passed the Series 6, Series 7, and Series 63 exams and is registered in Illinois. Robert previously worked at Edward Jones, Citigroup Global Markets Inc., BMO Harris Financial Advisors, Inc., Fifth Third Securities, Inc., and Chase Investment Services Corp. Robert is a co-owner of a business that is not investment-related. Robert is affiliated with Ameriprise Financial Services, LLC.
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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2
IL
10/05/2023 - Present
Ameriprise Financial Services, LLC (Itasca IL)
IL
05/17/2021 - 08/21/2023
EDWARD JONES (ARLINGTON HEIGHTS IL)
IL
01/10/2019 - 01/26/2021
CITIGROUP GLOBAL MARKETS INC. (HIGHLAND PARK IL)
IL
04/04/2017 - 01/09/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (SCHAUMBURG IL)
IL
04/20/2012 - 03/17/2017
FIFTH THIRD SECURITIES, INC. (NORTHBROOK IL)
IL
08/09/2011 - 03/20/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
12/19/2005 - 08/06/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 11/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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