Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bastiaans is a financial advisor registered with Ameriprise Financial Services, LLC. Robert is a veteran of the financial services industry with over 45 years of experience. Robert's expertise spans a wide range of financial products and services, including investment advisory, securities brokerage, and insurance. Robert currently holds Series 6, 7, 63, and 65 securities licenses and has worked with clients across the country. Robert is dedicated to providing comprehensive financial planning and investment advice to individuals and families.
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
CO
09/28/2006 - Present
Ameriprise Financial Services, LLC (Denver CO)
MN
06/14/1977 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/14/1977 - 12/24/1986
IDS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
IA
Issued 06/10/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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