Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stephen Katchinoski is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with SPC, a firm headquartered in ANN ARBOR, MI. Robert is also registered with the state of Texas as an investment advisor representative. Before joining SPC, Robert worked for Ameriprise Financial Services, Inc. in Austin, Texas. Robert has passed several industry exams, including the Series 65, Series 63, Series 24, Series 8, Series 4, Series 7, and the SIE exam.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
01/18/2019 - Present
SPC (ANN ARBOR MI)
TX
10/05/2009 - 01/23/2019
AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
06/25/1986 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (AUSTIN TX)
IA
Issued 04/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 02/13/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/19/1986
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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