Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lloyd Gutner is a financial advisor with Ameriprise Financial Services, LLC in PALM BEACH GARDENS, FL. Robert has been in the financial services industry since March 9, 1991. Robert has passed the Series 63, Series 66, Series 7, and SIE exams. Robert has experience working for WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert's current firm is Ameriprise Financial Services, LLC and the firm's main office is located in MINNEAPOLIS, MN. Robert is registered in seven states. Robert offers asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
FL
10/25/2021 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
07/23/2015 - 10/29/2021
WELLS FARGO CLEARING SERVICES, LLC (PALM BEACH FL)
FL
03/11/1992 - 07/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
NA
06/22/1983 - 06/22/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 04/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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