Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fix is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the financial services industry since April 7, 1995. Robert is licensed in Washington, Arizona, California, Florida, Idaho, Montana, New Mexico, North Carolina, Oregon, Texas, Utah, Vermont, and Wyoming. Robert has experience with a wide range of clients, including individuals, trusts, estates, corporations, and pension plans. Robert is a Registered Representative and Investment Advisor Representative of Ameriprise Financial Services, Inc.
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
WA
03/07/2017 - Present
Ameriprise Financial Services, LLC (Kennewick WA)
FL
02/21/2014 - 10/27/2016
CNL SECURITIES CORP. (ORLANDO FL)
NY
08/08/2012 - 01/30/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
IL
08/12/2004 - 07/19/2012
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
CT
02/01/2001 - 07/23/2004
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
OH
08/31/1998 - 01/23/2001
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
OH
10/04/2000 - 01/09/2001
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CA
10/31/1996 - 08/06/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
04/26/1996 - 10/10/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
08/23/1989 - 09/07/1990
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
08/23/1989 - 09/07/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
01/03/1989 - 09/28/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/03/1989 - 09/28/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 03/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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