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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 Dennis Mosson is a financial advisor with Ameriprise Financial Services, LLC. Robert has been a registered financial advisor since 1982 and has held licenses in 24 states. Robert’s career began at PRIMUS INVESTMENT COMPANY and then transitioned to UBS FINANCIAL SERVICES INC. before joining Ameriprise Financial in 2013. Robert provides financial planning, asset allocation, and portfolio management services for individuals, businesses, charitable organizations, trusts and estates, and pension plans. Robert holds the Series 3, 7, 63, and 65 licenses, along with the SIE certification. Robert is also a Certified Financial Planner.
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
MI
10/30/2013 - Present
Ameriprise Financial Services, LLC (Grand Rapids MI)
MI
02/18/1983 - 10/28/2013
UBS FINANCIAL SERVICES INC. (GRAND RAPIDS MI)
NA
03/01/1982 - 03/16/1983
PRIMUS INVESTMENT COMPANY
IA
Issued 10/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1984
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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