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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 Ernest Bittner is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Robert has been in the securities industry since 1999 and has a strong track record of success in providing financial guidance and investment management services to individuals and families. Robert is dedicated to helping clients achieve their financial goals. Robert has expertise in a variety of financial planning areas, including retirement planning, college savings, estate planning, and investment management. Robert works with clients to develop personalized financial plans that are tailored to their individual needs and goals. Robert's clients appreciate his ability to explain complex financial concepts in a clear and understandable way. He is also committed to providing excellent customer service and building strong relationships with his clients.
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
NY
02/22/2023 - Present
Ameriprise Financial Services, LLC (CORTLAND NY)
NY
05/02/2014 - 02/27/2023
LPL FINANCIAL LLC (ITHACA NY)
NY
09/10/2012 - 04/23/2014
INVEST FINANCIAL CORPORATION (GENEVA NY)
NY
06/21/2010 - 09/12/2012
LPL FINANCIAL LLC (GENEVA NY)
NY
06/14/2010 - 06/21/2010
LPL FINANCIAL CORPORATION (GENEVA NY)
NY
10/31/2006 - 06/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (GENEVA NY)
NY
09/10/1999 - 06/07/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/18/1997 - 12/17/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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