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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Royce Robinson is a financial advisor at Ameriprise Financial Services, LLC. Steven has been in the industry for over 20 years and is registered in Oklahoma and Texas. Steven specializes in providing financial planning, asset allocation services, pension consulting, and portfolio management for individuals and businesses. Steven has experience working with high-net-worth individuals, corporations, trusts/estates, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Steven also serves as a board member for several organizations, including Robinson.
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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TX
01/18/2022 - Present
Ameriprise Financial Services, LLC (WICHITA FALLS TX)
OK
06/09/2021 - 02/01/2022
CETERA ADVISOR NETWORKS LLC (LAWTON OK)
OK
01/28/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LAWTON OK)
OK
01/07/2000 - 01/28/2009
AMERIPRISE FINANCIAL SERVICES, INC. (LAWTON OK)
MN
01/07/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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