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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 Dennis is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the industry since 1995 and has a wide range of experience in financial planning, portfolio management and investment services. Robert has been registered with Ameriprise since 2017 and previously worked with Morgan Stanley. He has a strong understanding of the investment landscape and is committed to providing clients with personalized financial advice. Robert is dedicated to helping clients achieve their financial goals. He is registered to provide investment advice and services in Michigan, South Carolina and Texas.
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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MI
03/02/2018 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
06/02/2017 - 01/08/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Bloomfield Hills MI)
MI
06/01/2009 - 06/05/2017
MORGAN STANLEY (ROCHESTER MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
12/17/2003 - 04/02/2007
MORGAN STANLEY DW INC. (ROCHESTER MI)
NY
01/08/2002 - 01/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
09/05/1995 - 01/15/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 05/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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