Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fleming is a financial advisor in ST. LOUIS, MO. Robert is currently registered with Acropolis Investment Management, LLC and has been in the industry for over 20 years. Robert has experience working with individuals, families, and businesses to help them reach their financial goals. Robert has previously worked with U.S. BANCORP INVESTMENTS, INC. and TD WATERHOUSE INVESTOR SERVICES, INC.
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.
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.
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
MO
06/12/2015 - Present
Acropolis Investment Management, LLC (ST. LOUIS MO)
MO
09/02/2010 - 06/12/2015
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
02/24/2005 - 01/23/2007
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
NE
06/05/1995 - 03/01/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 06/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/18/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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