Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Davidson is an investment professional with over 30 years of experience. Robert works with Ameriprise Financial Services, LLC and is registered as a registered representative and investment advisor representative. Robert is registered in 21 states including California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington and West Virginia. Robert has Series 3, 62, 63 and 7 licenses. Robert's previous experience includes positions with IDS LIFE INSURANCE COMPANY and PROFILE INVESTMENTS CORPORATION.
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
NC
09/28/2006 - Present
Ameriprise Financial Services, LLC (BOONE NC)
MN
05/29/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/04/1988 - 04/27/1989
PROFILE INVESTMENTS CORPORATION
BC
Issued 01/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1990
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/15/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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