Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morse Ellis is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Ameriprise Financial Services, LLC, and holds Series 63, 24, 7, 31 and SIE licenses. Robert has worked with previous firms such as Commonwealth Financial Network, LPL Financial LLC, Edward Jones, Interstate/Johnson Lane Corporation, Kidder, Peabody & Co. Incorporated, and Blinder, Robinson & Co., Inc. Robert specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, trusts and estates, insurance companies, high-net-worth individuals, pension and profit sharing plans, corporations and charitable organizations. Robert is also a co-owner of a real estate business.
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
09/13/2017 - Present
Ameriprise Financial Services, LLC (La Grange GA)
GA
11/15/2012 - 09/07/2016
COMMONWEALTH FINANCIAL NETWORK (LAGRANGE GA)
GA
11/08/2002 - 11/27/2012
LPL FINANCIAL LLC (LAGRANGE GA)
MO
07/17/1990 - 11/11/2002
EDWARD JONES (ST. LOUIS MO)
NC
03/03/1989 - 07/23/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
07/02/1987 - 03/20/1989
KIDDER, PEABODY & CO. INCORPORATED
NA
05/22/1986 - 08/19/1987
BLINDER, ROBINSON & CO., INC.
BC
Issued 05/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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