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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 Thompson is a financial advisor with Ameriprise Financial Services, LLC in Indiana, Pennsylvania. Robert has been working in the financial services industry for over 20 years. Robert is a Registered Representative and Investment Advisor Representative, and holds the following licenses: Series 4, Series 7, Series 24, Series 51, Series 52TO, and Series 63. Robert has also passed the SIE exam. Robert specializes in providing financial planning, portfolio management, asset allocation services, pension consulting, and educational seminars. Robert has worked for Ameriprise Financial Services, LLC since 2019. Robert has also worked for Investment Professionals, Inc. in Danville, Kentucky, and Ameriprise Financial Services, Inc. in San Antonio, Texas.
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
04/30/2019 - Present
Ameriprise Financial Services, LLC (Indiana PA)
KY
10/01/2007 - 09/12/2018
INVESTMENT PROFESSIONALS, INC. (Danville KY)
TX
07/27/1998 - 10/04/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
MN
07/27/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/06/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/31/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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