Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ambrus is a financial advisor currently registered with Ameriprise Financial Services, LLC. Robert has been in the industry since 2005 and has held previous roles with CITIGROUP GLOBAL MARKETS INC., HSBC SECURITIES (USA) INC., METLIFE SECURITIES INC., AMERIPRISE FINANCIAL SERVICES, INC., SECURITIES AMERICA, INC., and IDS LIFE INSURANCE COMPANY. Robert holds the Series 3, Series 7, and Series 66 licenses. Robert has also earned the Certified Financial Planner and Chartered Financial Consultant designations.
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
10/28/2021 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
09/08/2017 - 07/24/2020
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/17/2015 - 09/19/2017
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
03/25/2013 - 11/24/2015
METLIFE SECURITIES INC. (NEW YORK NY)
NJ
07/18/2005 - 03/28/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)
NE
01/15/2010 - 09/06/2011
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
07/18/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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