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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nagy is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the industry since May 10, 1997, and is currently registered with Ameriprise Financial Services, LLC in California, Florida, Georgia, Idaho, Illinois, Nevada, New York, North Carolina, Oregon, Tennessee, Washington, and Wisconsin. Robert provides financial planning services, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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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CA
11/03/2023 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
04/03/2015 - 11/03/2023
COMERICA SECURITIES (LOS ANGELES CA)
FL
01/04/2013 - 04/05/2013
WELLS FARGO ADVISORS, LLC (STUART FL)
FL
10/23/2009 - 01/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STUART FL)
FL
04/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (STUART FL)
FL
12/04/1996 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NC
06/24/1996 - 10/29/1996
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/16/1995 - 01/15/1996
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
06/17/1994 - 03/29/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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