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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Bacino is an active investment advisor representative with Ameriprise Financial Services, LLC, based in Bedminster, NJ. Robert has been in the financial services industry since 1992 and has extensive experience in providing investment advice and portfolio management services to a wide range of clients. Robert holds several industry licenses, including Series 7, 6, 63, 66, 52, 53, 24, 31, 99, and SIE, which demonstrate a commitment to staying current with industry standards and regulations. Robert also holds the prestigious designation of Chartered Financial Consultant. Robert has a strong track record of success in helping clients achieve their financial goals and is dedicated to providing personalized advice and exceptional customer service.
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
NJ
03/09/2020 - Present
Ameriprise Financial Services, LLC (Bedminster NJ)
NJ
05/02/2016 - 03/27/2020
PURSHE KAPLAN STERLING INVESTMENTS (Bridgewater NJ)
NJ
05/13/2004 - 05/02/2016
LPL FINANCIAL LLC (BRIDGEWATER NJ)
NY
06/13/2001 - 05/17/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WI
03/19/1992 - 06/11/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/19/1992 - 06/11/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 07/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2013
Series 4 - Registered Options Principal Examination
BC
Issued 08/08/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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