Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Keyes is an investment advisor representative who has been in the industry since 1997. Robert is currently registered with Ameriprise Financial Services, LLC and has been with the firm since November 2015. Prior to joining Ameriprise, Robert was employed by TRICOR FINANCIAL, LLC. Robert holds multiple securities licenses including Series 6, 7, 24, 63, and 66. Robert has provided investment advice to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Robert is also a licensed insurance broker and has been involved in the insurance industry since 1996.
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
NV
01/14/2016 - Present
Ameriprise Financial Services, LLC (Las Vegas NV)
NV
06/15/2009 - 11/18/2015
TRICOR FINANCIAL, LLC (LAS VEGAS NV)
NV
01/19/2000 - 06/15/2009
ROYAL ALLIANCE ASSOCIATES, INC. (LAS VEGAS NV)
NE
01/20/1999 - 01/10/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
10/08/1997 - 01/11/1999
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
BOTH
Issued 05/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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