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 Rubottom is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Robert has been in the industry since March 6, 2000 and has been with U.S. Bancorp Investments, Inc. since July 2012. Robert is registered in California, Nevada, New Mexico, Oregon, and Washington. Robert has passed the Series 6, 7, 24, 52TO, 53, 63, and 66 exams. Robert is also a registered investment advisor in Oregon. In addition to his work with U.S. Bancorp Investments, Inc., Robert is a water polo coach.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
07/25/2012 - Present
U.s. Bancorp Investments, Inc. (Salem OR)
OR
01/03/2011 - 05/30/2012
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
01/15/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
OR
01/12/2000 - 01/16/2008
SIGNATOR INVESTORS, INC. (PORTLAND OR)
BOTH
Issued 05/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/23/2004
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 03/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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