Unclaimed
Robert Vigus is a financial advisor at Ameriprise Financial Services, LLC in McKinney, TX. Robert has been in the financial services industry since 2007. Robert holds Series 7, 7TO and 66 securities licenses. Robert is also a registered representative with FINRA. Robert has a strong background in financial planning and portfolio management. Robert has experience working with individuals, businesses, and trusts. Robert is committed to providing his clients with personalized financial advice and guidance.
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
TX
09/30/2024 - Present
Ameriprise Financial Services, LLC (MCKINNEY TX)
TX
08/29/2008 - 06/28/2010
AMERIPRISE FINANCIAL SERVICES, INC. (COLLEYVILLE TX)
TX
01/02/2007 - 06/25/2008
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
BOTH
Issued 08/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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