Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Coffey is a financial advisor with Ameriprise Financial Services, LLC. Robert is a registered representative with over 20 years of experience in the financial services industry. He has a Series 7, Series 63 and SIE licenses and is registered to provide investment advice in 20 states. Robert is a valuable asset to Ameriprise and helps clients with a wide range of financial services, including portfolio management for individuals and businesses, asset allocation services, financial planning and more. Previously Robert was a registered representative with IDS Life Insurance Company from 1999 to 2006. Robert has earned the respect and trust of his clients over his career and enjoys helping them achieve their financial goals.
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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NY
03/03/2020 - Present
Ameriprise Financial Services, LLC (Warwick NY)
MN
03/31/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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