Unclaimed
Robert Eugene Armieri is a financial advisor currently affiliated with Ameriprise Financial Services, LLC. Robert has been in the financial services industry since November 29, 2007. Robert is registered as a Registered Representative (RA) with FINRA in New York and Texas. He has a Series 63 license, Series 7 license and Series SIE license. Robert is also registered as an Investment Advisor Representative (IAR) in New York and Texas. He is licensed in 28 states and the District of Columbia. Prior to joining Ameriprise Financial Services, LLC, Robert was employed by Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association.
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
03/31/2021 - Present
Ameriprise Financial Services, LLC (Garden City NY)
NY
06/01/2009 - 03/01/2021
MORGAN STANLEY (GARDEN CITY NY)
NY
10/31/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GARDEN CITY NY)
BC
Issued 01/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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