Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert L Taggart is an active financial advisor with Ameriprise Financial Services, LLC. Robert Taggart has been working in the financial industry since August 11, 2010. Robert L Taggart holds Series 7, Series 31, and Series 66 licenses. Robert L Taggart has previously worked at Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and UBS Paine Webber Inc.
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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VA
02/23/2022 - Present
Ameriprise Financial Services, LLC (VIENNA VA)
VA
02/25/2015 - 02/28/2022
WELLS FARGO CLEARING SERVICES, LLC (ASHBURN VA)
VA
12/17/2013 - 01/08/2015
CITIGROUP GLOBAL MARKETS INC. (VIENNA VA)
VA
11/21/2011 - 11/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEESBURG VA)
DC
11/03/2008 - 07/15/2009
MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)
NY
10/22/2001 - 06/19/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
07/27/2001 - 08/24/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 12/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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