Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ernest Spurgeon is an Ameriprise Financial Services, LLC financial advisor located in Troy, Michigan. Robert has been in the financial services industry for over 25 years. Robert's experience includes working with Ameriprise Financial Services, LLC and previously with Oppenheimer & Co. Inc., ABN AMRO Investment Services, Inc., Standard Brokerage Services, Inc. and Olde Discount Corporation.
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
MI
07/07/2014 - Present
Ameriprise Financial Services, LLC (TROY MI)
MI
03/01/2000 - 06/18/2014
OPPENHEIMER & CO. INC. (TROY MI)
IL
09/01/1998 - 03/03/2000
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
08/10/1998 - 09/01/1998
ABN AMRO INVESTMENT SERVICES, INC.
NA
08/09/1996 - 08/19/1998
STANDARD BROKERAGE SERVICES, INC.
MI
02/17/1995 - 01/03/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 03/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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