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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Toohey is a financial advisor with Ameriprise Financial Services, LLC, with experience in the financial services industry since 1991. Robert Toohey holds licenses in multiple states, including Michigan, Virginia, Arkansas, Massachusetts, Montana, and Utah, and has successfully passed the Series 7, 9, 10, 24, 63, and 65 exams. Robert Toohey's firm has a range of services, including investment advice, financial planning, educational seminars, and publication of periodicals.
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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MI
11/28/2022 - Present
Ameriprise Financial Services, LLC (TROY MI)
MN
10/05/2009 - 11/09/2009
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MI
12/04/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
MI
06/28/1990 - 03/21/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 04/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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