Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gregory Mennona is a financial advisor with over 37 years of experience. Robert is currently registered with Ameriprise Financial Services, LLC in White Plains, NY. Robert specializes in providing financial planning, asset allocation services, portfolio management for individuals, and portfolio management for businesses. Robert is registered to provide investment advisory services in Connecticut, Florida, New York, and North Carolina. Robert has previously been registered with Morgan Stanley, Citigroup Global Markets Inc., Drexel Burnham Lambert Incorporated and Prudential-Bache Securities Inc.. In addition to financial advising, Robert is a Board of Directors member at Mennona and an Advisory Board Member at Bronx VA Hospital.
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.
1
2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (White Plains NY)
NJ
06/01/2009 - 10/11/2013
MORGAN STANLEY (PARAMUS NJ)
NJ
05/22/1989 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NA
10/02/1986 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/22/1984 - 10/27/1986
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 09/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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