Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Taylor is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Global View Capital Management LLC and is an insurance agent with Global View Capital Insurance Services, LLC. Robert has also served as an independent contractor for Global View Capital Advisors, LLC, an affiliate of Global View Capital Management, LLC, providing marketing and sales services. Prior to that, Robert held positions with Transamerica Financial Advisors, Inc., World Group Securities, Inc., and WMA Securities, Inc. Robert holds the Series 6, 63 and 65 licenses. Robert is dedicated to providing clients with customized financial solutions, including financial planning and investment management. Robert works with individual investors and provides investment advice for retirement plans.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
10/02/2020 - Present
Global View Capital Management LLC (WAUKESHA WI)
NC
01/06/2012 - 06/17/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (WINSTON SALEM NC)
NC
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (WINSTON SALEM NC)
GA
10/09/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 3/1/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/16/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/8/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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