Unclaimed
Robert Camras is an investment advisor representative with Ameriprise Financial Services, LLC in Los Angeles, CA. Robert has been in the financial services industry since June 5, 1968. Robert has passed the Series 63, Series 65, Series 7TO, SIE, and Series 1 exams. Robert is registered in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Illinois, Maine, Nevada, New York, South Dakota, Texas, Utah, Washington, and Wisconsin. Robert has previously worked with WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED, SALOMON SMITH BARNEY INC., LEHMAN BROTHERS INC., DREXEL BURNHAM LAMBERT INCORPORATED, LOEB PARTNERS, and STERN, FRANK, MEYER & FOX, INCORPORATED.
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.
1
2
CA
02/16/2024 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
07/01/2003 - 07/20/2022
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
NY
07/24/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 08/08/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/26/1979 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/03/1976 - 11/04/1982
DREXEL BURNHAM LAMBERT INCORPORATED
NA
05/09/1979 - 11/26/1979
LOEB PARTNERS
NA
06/06/1968 - 11/21/1976
STERN, FRANK, MEYER & FOX, INCORPORATED
IA
Issued 11/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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