Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Lawrence is an active financial advisor at Ameriprise Financial Services, LLC based in Minneapolis, Minnesota. Robert has been in the financial industry since July 4, 1996. Robert is licensed to provide financial advice in Minnesota. Robert has a strong track record of working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Robert offers a range of financial services, including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management.
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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MN
09/08/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
FL
07/01/2021 - 08/24/2021
INSPEREX LLC (DELRAY BEACH FL)
CA
06/08/2020 - 07/12/2021
280 SECURITIES LLC (SAN FRANCISCO CA)
MN
04/14/2020 - 06/03/2020
FELTL & COMPANY (PLYMOUTH MN)
MN
06/22/2016 - 04/25/2018
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
12/15/2014 - 06/01/2016
MULTI-BANK SECURITIES, INC. (Minneapolis MN)
MN
07/14/2008 - 10/15/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MINNEAPOLIS MN)
MN
06/12/2000 - 06/26/2008
RBC CAPITAL MARKETS CORPORATION (MINNEAPOLIS MN)
MN
06/29/1998 - 06/09/2000
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
NJ
02/17/1993 - 05/26/1998
J. F. HARTFIELD & CO., INC. (JERSEY CITY NJ)
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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