Shelley RobertsonCRD Number: 2970495
Current Firm: Ameriprise Financial Services, Inc.
Shelley Robertson (CRD# 2970495) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Winter Park, FL and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|American Express Financial Advisors Inc.||Orlando, FL||Oct 1997 - Current||19|
|Ids Life Insurance Company||Orlando, FL||Oct 1997 - Current||19|
|Unemployed||Daytona Beach, FL||Sep 1997 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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