Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Louis Chase has over 30 years of experience in the financial services industry. Robert joined Ameriprise Financial Services, LLC in 1993 and has been with the firm since. Robert provides a range of financial services, including portfolio management, financial planning, and pension consulting. Robert is a registered representative of Ameriprise Financial Services, LLC and holds the Series 63 and Series 7 licenses. In addition to Robert's professional experience, Robert has also served as the Treasurer of the First Baptist Church of Plano. Robert is committed to providing personalized financial guidance to his clients to help them achieve their financial goals.
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
08/18/1993 - Present
Ameriprise Financial Services, LLC (Richardson TX)
MN
06/29/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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