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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 Somma is a financial advisor with over 30 years of experience in the industry. Robert has a broad range of experience and is registered with Ameriprise Financial Services, LLC. He is licensed in 26 states and holds a Series 7, 24, 63, and 65 securities license. Robert is a Certified Financial Planner and has a broad range of experience in serving individual, corporate and institutional clients. He is dedicated to providing financial planning, portfolio management, and wealth management services that meet the needs of clients.
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
CT
11/15/2017 - Present
Ameriprise Financial Services, LLC (Southport CT)
MN
03/22/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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