Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert W. Meuser is an investment advisor representative associated with Ameriprise Financial Services, LLC. Robert has been in the financial services industry for over 20 years. Robert has been registered with the Securities and Exchange Commission since 1999 and has held previous positions with Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc, and Wells Fargo Clearing Services, LLC. Robert holds the Series 7, 31, and 66 securities licenses. Robert is registered in 16 states and specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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
PA
11/12/2021 - Present
Ameriprise Financial Services, LLC (Center Valley PA)
PA
05/03/2013 - 11/19/2021
WELLS FARGO CLEARING SERVICES, LLC (EASTON PA)
PA
06/01/2009 - 05/31/2013
MORGAN STANLEY (ALLENTOWN PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALLENTOWN PA)
PA
05/11/1999 - 04/02/2007
MORGAN STANLEY DW INC. (ALLENTOWN PA)
BOTH
Issued 06/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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