Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allendorf is an investment advisor representative at Ameriprise Financial Services, LLC with over 15 years of experience in the financial services industry. Robert has worked with a variety of clients including high-net-worth individuals, corporations, and trusts/estates. Prior to joining Ameriprise Financial Services, LLC, Robert was a financial advisor at Comerica Wealth Management. Robert holds a Series 65, Series 63, and Series 66 license and has also passed the SIE and Series 7 exam.
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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CA
11/03/2023 - Present
Ameriprise Financial Services, LLC (Costa Mesa CA)
MI
09/21/2022 - 11/03/2023
COMERICA SECURITIES (DETROIT MI)
CA
09/17/2019 - 08/26/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
02/01/2016 - 01/31/2019
CITY NATIONAL SECURITIES, INC. (Palo Alto CA)
CA
01/03/2011 - 08/04/2011
WELLS FARGO ADVISORS, LLC (PALO ALTO CA)
CA
10/30/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PALO ALTO CA)
CA
01/22/2008 - 11/03/2009
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
03/08/2004 - 12/21/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
IL
04/15/2003 - 04/22/2003
DUFF & PHELPS SECURITIES LLC (CHICAGO IL)
NY
07/22/1999 - 02/23/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 01/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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