Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nurse is a financial advisor with over 5 years of experience in the financial services industry. He is currently registered with Mercer Global Advisors Inc. in Tennessee and Texas. Robert has a Series 7 and Series 63 license, and he is also a Certified Financial Planner. Before joining Mercer Global Advisors, Robert was with Vanguard Marketing Corporation in Scottsdale, Arizona. He also has a long history in the charitable sector and has worked in the UK in the past. He is a specialist in retirement planning, college planning, and tax planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
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TN
06/29/2023 - Present
Mercer Global Advisors Inc. (Franklin TN)
AZ
08/29/2016 - 01/15/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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