Unclaimed
Robin Schirs is an investment advisor representative with Ameriprise Financial Services, LLC. Robin has been in the industry since March 2013. Robin holds Series 66, Series 24, SIE, and Series 7 licenses. Robin is registered in 52 states and the District of Columbia, as well as in Texas and Michigan for investment advisory services. Robin has previously worked at Comerica Securities and Morgan Stanley. Robin provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, asset allocation services, and selection of other advisers.
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
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
03/21/2017 - 11/03/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
10/24/2013 - 07/27/2016
MORGAN STANLEY (TROY MI)
MI
07/23/2012 - 10/15/2013
WELLS FARGO ADVISORS, LLC (PORT HURON MI)
BOTH
Issued 08/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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