Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vollenweider is an investment advisor representative at Ameriprise Financial Services, LLC. He is registered with the state of Colorado and has been in the industry since 2011. Robert has a series 7, 34, and 66 license and has experience working with individuals, high-net-worth individuals, corporations, trusts, estates, charitable organizations, insurance companies, and pension plans. Ameriprise Financial Services, LLC provides financial planning, asset allocation services, portfolio management, and educational seminars for individuals, businesses, and institutions. They have been in the industry for over 125 years and are committed to helping clients achieve their financial goals.
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
CO
08/03/2023 - Present
Ameriprise Financial Services, LLC (Englewood CO)
CO
07/16/2021 - 11/21/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
05/21/2019 - 07/03/2020
TD AMERITRADE, INC. (Denver CO)
TX
08/08/2017 - 05/30/2019
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
IL
05/01/2014 - 04/20/2015
OPTIONSHOUSE (CHICAGO IL)
IL
06/17/2011 - 02/25/2013
TRADESTATION SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 08/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 06/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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