Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cotter is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the financial services industry for over 14 years. Robert holds the Series 66, Series 7 and SIE securities licenses and is registered with the states of Alabama, Arizona, Arkansas, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Michigan, Missouri, Nevada, Ohio, South Carolina, Texas, Utah and Wisconsin. In addition to being registered in these states, Robert is also a registered Investment Advisor Representative in Missouri and Texas. Prior to joining Ameriprise Financial Services, LLC, Robert was associated with Raymond James Financial Services, Inc. Ameriprise Financial Services, LLC is a registered investment adviser with the Securities and Exchange Commission (SEC) and has over $479 billion in assets under management.
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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2
MO
11/04/2022 - Present
Ameriprise Financial Services, LLC (JEFFERSON CITY MO)
MO
03/04/2009 - 11/11/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (OSAGE BEACH MO)
BOTH
Issued 05/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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