Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert T. Martin is an investment advisor representative at Ameriprise Financial Services, LLC and has been in the industry since June 20, 2008. Robert is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Robert's firm, Ameriprise Financial Services, LLC, is a registered investment advisor with the SEC and has a total of $479,793,782,427 in assets under management. Ameriprise Financial Services, LLC offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and asset allocation services. Ameriprise Financial Services, LLC primarily serves individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Robert has been associated with Ameriprise Financial Services, LLC and its predecessor firm for over 15 years.
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
IL
08/18/2014 - Present
Ameriprise Financial Services, LLC (SHOREWOOD IL)
IL
06/11/2008 - 08/08/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SHOREWOOD IL)
BOTH
Issued 10/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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