Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Daggett is a financial advisor with over 50 years of experience in the industry. Robert has been registered with Ameriprise Financial Services, LLC since 2002 and previously worked with IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC. Robert is a Certified Financial Planner. Robert is active in the community, serving on the Board of Directors for Daggett. Robert has a current active registration in Maine as a Registered Representative and an Investment Advisor Representative. Robert is registered in eight states for securities and investments.
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.
1
2
ME
11/13/2002 - Present
Ameriprise Financial Services, LLC (Cumberland Foreside ME)
MN
01/23/1973 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/23/1973 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 07/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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