Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J Luna is an investment advisor representative registered with Ameriprise Financial Services, LLC and has been in the industry for over 10 years. Robert J Luna has experience with many different types of clients, including individuals, high-net-worth individuals, trusts and estates, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and insurance companies. The types of services Robert J Luna offers include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Robert J Luna also has experience with various financial products and services, including asset allocation, selection of other advisors, and publication of periodicals.
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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2
IA
09/19/2022 - Present
Ameriprise Financial Services, LLC (Des Moines IA)
NE
02/17/2017 - 09/21/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
NE
08/07/2014 - 12/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OMAHA NE)
IA
02/21/2011 - 05/29/2014
NYLIFE SECURITIES LLC (AVOCA IA)
IA
Issued 10/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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