Roberta Tondo, financial advisor Statesville NC
88 score

Roberta Tondo

CRD Number: 5966698
Current Firm: Ameriprise Financial Services, Inc.

Roberta Tondo (CRD# 5966698) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Statesville, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Statesville, NC Aug 2011 - Current 5
Unemployed (summer School) Statesville, NC May 2011 - Aug 2011 < 1
Wake Forest University (learning Assistance Center) Winston-salem, NC Aug 2008 - May 2011 2
Abercrombie And Fitch Winston-salem, NC Sep 2009 - Nov 2009 < 1
Full Time Education (wake Forest University) Winston-salem, NC Aug 2007 - Aug 2008 1
Full Time Education (middle And High School) Statesville, NC Jul 2002 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Roberta Tondo
Phone Number: 612-671-3131
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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