Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Taylor Briscoe is a financial advisor with Ameriprise Financial Services, LLC. Robert has been working in the financial services industry since 2006. Robert is registered with the state of Virginia and holds a Series 7 and Series 66 securities license. Robert's current employment is with Ameriprise Financial Services, LLC. Robert's previous employment was with Ameriprise Financial Services, Inc. in Virginia Beach, Virginia. Robert specializes in providing financial advice to individuals, families, and businesses. Robert's areas of expertise include asset allocation, financial planning, and portfolio management. Robert provides investment advice and financial planning services to a variety of clients, including individuals, families, businesses, trusts and estates, and pension and profit-sharing plans.
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.
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2
VA
11/02/2009 - Present
Ameriprise Financial Services, LLC (LAKE RIDGE VA)
VA
09/25/2006 - 11/21/2008
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
BOTH
Issued 10/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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