Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan St. romain is a financial professional with over 35 years of experience in the securities industry. Robert is currently registered with GWN Securities Inc. and is located in PALM BEACH GARDENS, Florida. Robert has experience working with high net worth individuals and corporations, and specializes in providing financial planning, market timing services and selection of other advisors. Robert is a registered representative and investment advisor representative in Arizona and Florida.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
01/14/2005 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IL
11/16/1998 - 01/14/2005
PMG SECURITIES CORPORATION (ELGIN IL)
FL
01/01/1994 - 10/23/1998
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
02/16/1990 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
CO
08/03/1989 - 02/14/1990
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
SC
05/26/1989 - 08/09/1989
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED (FORT MILL SC)
IN
08/04/1988 - 06/09/1989
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/04/1988 - 06/09/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
08/04/1988 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
04/16/1985 - 08/15/1988
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
BC
Issued 11/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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