Robert A Cortez is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 2023-10-20 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2021-05-18 | 2023-09-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-01-26 | 2021-06-01 | — |
| USAA FINANCIAL PLANNING SERVICES | 2012-11-07 | 2015-09-02 | — |
| USAA INVESTMENT SERVICES COMPANY | 2010-10-12 | 2012-11-08 | — |
| NEW ENGLAND SECURITIES | 2010-03-16 | 2010-06-23 | — |
| EDWARD D. JONES & CO., L.P. | 2007-05-11 | 2009-05-13 | — |