Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Shanks is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the financial services industry since January 1992. Robert is currently registered in 11 states including Alabama, Arkansas, Florida, Louisiana, Mississippi, Nevada, North Carolina, Texas, Utah, and Virginia. Robert has both Series 63 and Series 66 securities licenses and is a Series 7 General Securities Representative and holds the SIE. Robert holds a real estate license in Texas and has 3 business ownership roles in Texas including a single family home. Robert Shanks is a licensed Investment Advisor Representative in Texas.
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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TX
02/06/2015 - Present
Ameriprise Financial Services, LLC (Beaumont TX)
TX
01/29/1992 - 02/13/2015
EDWARD JONES (PORT NECHES TX)
BOTH
Issued 01/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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