Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jerome Morris has been in the financial services industry since 1996 and is currently registered with Ameriprise Financial Services, LLC. Robert Morris is a Registered Representative in Florida, Georgia, Louisiana, Texas, and Wisconsin. Robert Morris has a total of 30 state licenses for securities and is also a Registered Investment Advisor in Florida, Georgia, Louisiana, Texas, and Wisconsin. Robert Morris has worked with a variety of clients, including individuals, high-net-worth individuals, trusts, estates, insurance companies, corporations, and charitable organizations. His areas of specialization include 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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2
LA
01/01/2025 - Present
Ameriprise Financial Services, LLC (Baton Rouge LA)
MN
10/21/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/07/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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