Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stuart Mac kenzie is a financial advisor associated with Ameriprise Financial Services, LLC and has been in the industry since October 1993. Robert is currently registered in 20 states and is also registered as an Investment Advisor Representative. Robert's firm Ameriprise Financial Services, LLC manages assets between $1 billion and $10 billion. The firm offers investment and financial planning services for a wide range of client types, including individuals, corporations, trusts, and charitable organizations. Robert's clients appreciate Robert's focus on providing individualized solutions tailored to their unique financial needs.
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
MS
09/18/2009 - Present
Ameriprise Financial Services, LLC (KOSCIUSKO MS)
MN
10/20/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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