Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jay Esterman is a financial professional with over 25 years of experience in the financial services industry. Robert is a registered representative of Ameriprise Financial Services, LLC and an Investment Advisor Representative for Ameriprise Financial Services, Inc.. Robert has Series 63, SIE, and Series 7 licenses, as well as a Chartered Financial Consultant designation. Robert is based in Estero, Florida and also serves clients in New Jersey. He is a veteran of the financial services industry, having worked with IDS Life Insurance Company in Minnesota before his current employment. Robert's firm, Ameriprise Financial Services, LLC, is headquartered in Minneapolis, Minnesota and is a large financial services firm with over 140,000 clients. Ameriprise Financial Services, LLC is a registered investment advisor and brokerage firm. They offer a wide range of financial services including financial planning, asset allocation services, pension consulting, and educational seminars. They provide services to both individuals and businesses.
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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NJ
07/30/2002 - Present
Ameriprise Financial Services, LLC (MOUNT LAUREL NJ)
MN
02/20/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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