Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Simeti is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the financial services industry since 1994. Robert has worked for several firms throughout his career, including WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert holds the Series 63, 10, 9, 7, and SIE licenses. Robert is registered to provide investment advisory services in 14 states, including Arizona, Connecticut, Delaware, Florida, Maine, Massachusetts, Nevada, New Jersey, New Mexico, New York, North Carolina, South Carolina, and Virginia.
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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NY
03/15/2024 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
03/21/2013 - 03/19/2024
WELLS FARGO CLEARING SERVICES, LLC (MELVILLE NY)
NY
10/18/1999 - 03/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SMITHTOWN NY)
NY
11/14/1994 - 12/17/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 11/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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