Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thomas Obrien is a financial advisor in Tulsa, Oklahoma and has been in the industry since March 2010. Robert is registered with Ameriprise Financial Services, LLC in Oklahoma and Texas. Robert holds a Series 63, Series 66, Series 7 and SIE securities licenses. Robert has worked at Ameriprise Financial Services, Inc. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Robert is a specialist in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
OK
05/11/2016 - Present
Ameriprise Financial Services, LLC (TULSA OK)
TX
12/04/2014 - 03/07/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (AUSTIN TX)
MN
03/17/2010 - 08/29/2014
AMERIPRISE FINANCIAL SERVICES, INC. (WOODBURY MN)
MN
04/04/2008 - 09/15/2008
THRIVENT INVESTMENT MANAGEMENT INC. (HASTINGS MN)
BC
Issued 05/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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