Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dovenberg is a financial professional with over 17 years of experience in the industry. Robert is currently registered with BMO Capital Markets Corp. in Minneapolis, Minnesota. Robert has been registered with this firm since August 1, 2016. Prior to this, Robert was associated with GREENE HOLCOMB & FISHER LLC in Minneapolis, Minnesota from October 6, 2005 to August 3, 2016. Robert holds FINRA Series 7, 63, and SIE licenses as well as the Series 79TO license. Robert is registered in 50 states. Robert is specialized in Portfolio Management for Pooled Investment Vehicles.
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.
Provision of securities trading ideas and research
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.
A percentage of the total value of assets under management is charged.
Fees for securities trading ideas and research
1
2
MN
08/01/2016 - Present
BMO Capital Markets Corp. (Minneapolis MN)
MN
10/06/2005 - 08/03/2016
GREENE HOLCOMB & FISHER LLC (MINNEAPOLIS MN)
BC
Issued 06/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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