Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Kunce is an investment advisor representative associated with Ameriprise Financial Services, LLC. Robert has been in the securities industry since 2018 and has experience working with clients in the areas of financial planning, pension consulting, portfolio management, and asset allocation services. Robert is also registered as an investment advisor representative in Georgia. Previous employment history includes PACER FINANCIAL, INC., Invesco Distributors, Inc., Morgan Stanley, and E*TRADE Securities LLC.
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
GA
07/15/2024 - Present
Ameriprise Financial Services, LLC (ATLANTA GA)
PA
04/20/2022 - 04/02/2024
PACER FINANCIAL, INC. (MALVERN PA)
GA
03/31/2020 - 04/05/2022
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
GA
09/18/2018 - 03/19/2020
MORGAN STANLEY (ATLANTA GA)
GA
04/19/2018 - 08/24/2018
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 11/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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