Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Neal Stokey is a financial professional with over 30 years of experience in the industry. Bobby is currently registered with Lincoln Investment and Capital Analysts. Bobby specializes in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisors. Bobby also provides fixed annuity sales through The Legacy Planning Group, a business Bobby owns. Bobby's areas of expertise include estate planning, life insurance, and fixed annuities. Bobby has a law practice, mainly focused on estate planning. Bobby is committed to helping individuals and families achieve their financial goals.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/01/1995 - Present
Lincoln Investment (Fort Washington PA)
NY
07/23/1990 - 02/02/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 02/02/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
12/04/1986 - 04/25/1990
UR FINANCIAL, INC.
BC
Issued 11/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/14/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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