Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Keith Incaprera is a financial advisor at Ameriprise Financial Services, LLC. Robert has been in the financial services industry for over 40 years and has a strong track record of providing personalized financial advice to his clients. Robert is a Certified Financial Planner® and is registered to provide investment advice in 22 states. Robert's specializations include retirement planning, college savings, estate planning, and insurance. Robert has been affiliated with Ameriprise since 2011 and prior to that he worked at Morgan Stanley Smith Barney, Citigroup Global Markets, Legg Mason Wood Walker, Incorporated and Prudential Securities Incorporated.
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
01/25/2011 - Present
Ameriprise Financial Services, LLC (NEW ORLEANS LA)
LA
06/01/2009 - 01/21/2011
MORGAN STANLEY SMITH BARNEY (NEW ORLEANS LA)
LA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW ORLEANS LA)
MD
01/29/1994 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
09/24/1982 - 12/16/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 11/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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