Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Book is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the financial industry for over 20 years. Robert has earned the Series 6, 7, 24, and 66 licenses. Robert is registered with the state of Texas and Colorado. Robert is a financial advisor with over 20 years of experience. Robert specializes in asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and other services. Robert is a member of the board of directors for Book and several other organizations.
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
CO
02/04/2022 - Present
Ameriprise Financial Services, LLC (Colorado Springs CO)
CO
03/01/2007 - 02/07/2022
SECURIAN FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
07/06/2004 - 02/28/2007
HORNOR, TOWNSEND & KENT, INC. (COLORADO SPRINGS CO)
NY
11/09/2000 - 07/01/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 12/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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