Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kurzweil is a financial advisor with over 15 years of experience in the industry. Robert is currently registered with Ameriprise Financial Services, LLC in New York, NY. Robert has held previous positions with AXA Advisors, LLC, Ranieri Real Estate Advisors LLC, Reich & Tang Distributors, Inc., and AllianceBernstein Investment Research and Management, Inc.. Robert holds the Series 6, 7, 63, and 66 licenses as well as the SIE. Robert specializes in providing financial advice to individuals, businesses, trusts, estates, and charitable organizations. Robert also provides financial planning, asset allocation, and investment management services.
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
06/01/2021 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
04/18/2013 - 09/06/2018
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/14/2012 - 01/02/2013
RANIERI REAL ESTATE ADVISORS LLC (NEW YORK NY)
NY
06/15/2006 - 10/29/2010
REICH & TANG DISTRIBUTORS, INC. (NEW YORK NY)
TN
11/12/2002 - 02/28/2005
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
BOTH
Issued 06/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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