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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 Mayer is an investment advisor representative with Ameriprise Financial Services, LLC. Robert has been in the financial services industry since April 7, 1999. Robert is licensed in 32 states and has several certifications, including the Certified Financial Planner designation. Robert offers asset allocation services, financial planning, and portfolio management for individuals and businesses. Robert is also registered as an investment advisor representative in Florida and Texas.
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
FL
10/05/2009 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
06/04/1999 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (PALM BEACH GARDENS FL)
NY
03/26/1999 - 05/21/1999
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 04/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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