Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Bortz is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the industry since 1982 and holds a Series 6, 7, 22, 63, and 66 license. Robert also has experience working with AXA Advisors, LLC, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Robert specializes in working with individuals, corporations, and other businesses.
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
WI
05/19/2020 - Present
Ameriprise Financial Services, LLC (Madison WI)
WI
08/20/2008 - 06/10/2020
AXA ADVISORS, LLC (WAUKESHA WI)
WI
06/01/1998 - 08/21/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (WAUKESHA WI)
IN
08/30/2001 - 05/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
07/06/1982 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 09/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/05/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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