Robert Soares Email

Paraplanner at Ameriprise Financial Services, LLC @ Financial Services Company

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Robert Soares Location

Bristol, RI, US

Robert Soares Work

2025 - now Paraplanner at Ameriprise Financial Services, LLC @
2020 - 2023 Relationship Manager, Citizens Private Client @
2009 - 2018 Premium Elite Relationship Manager @
2004 - 2009 Sales Liaison @ Banc of America Investment Services
2002 - 2004 Investment Specialist @ Quick & Rielly
2001 - 2002 Registered Representative @
1998 - 2001 Quality Assurance Analyst @

Robert Soares Education

Bryant University
Associate's degree, Business Administration and Management, General (Business Administration and Management, General)
1996 - 1997

Robert Soares Summary

Robert Soares, based in Bristol, RI, US, is currently a Paraplanner at Ameriprise Financial Services, LLC at Ameriprise Financial Services, LLC. Robert Soares brings experience from previous roles at Citizens, Merrill Lynch, Banc of America Investment Services and Quick & Rielly. Robert Soares holds a 1996 - 1997 Associate's degree, Business Administration and Management, General in Business Administration and Management, General @ Bryant University.

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