Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert La Grace is a financial advisor with over 20 years of experience in the industry. Robert is registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in Arkansas, California, District of Columbia, Florida, and Texas. Robert has previously worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., Citigroup Global Markets Inc., Citicorp Investment Services, and Cal Fed Investments. Robert specializes in providing financial planning, asset allocation, and portfolio management services for individuals, businesses, and charitable 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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TX
04/30/2021 - Present
Ameriprise Financial Services, LLC (DALLAS TX)
TX
10/01/2012 - 05/12/2021
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
06/27/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
CA
05/29/2007 - 02/04/2008
CITIGROUP GLOBAL MARKETS INC. (KINGSBURG CA)
CA
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (KINGSBURG CA)
CA
02/21/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
04/02/2001 - 12/03/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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