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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 Kosek is a financial advisor with Ameriprise Financial Services, LLC, with over 23 years of experience in the industry. Robert John Kosek has been with Ameriprise Financial Services, LLC since 2005. Prior to that, Robert John Kosek worked with IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Robert John Kosek holds a Series 63, 9, 10, 24, SIE and 7 license and is a Certified Financial Planner. Robert John Kosek specializes in working with individuals, high-net-worth individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans.
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.
1
2
PA
10/10/2005 - Present
Ameriprise Financial Services, LLC (Kingston PA)
MN
09/27/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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