Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Littlefield is a financial advisor at Raymond James Financial Services Advisors, Inc. He has been in the financial services industry for over 40 years. Robert has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Robert holds the Series 7, Series 63, and Series 65 licenses. He also has experience with Robert Thomas Securities, Inc, MacLaren Securities, Inc., and Winslow, Evans & Crocker, Inc. Robert's expertise includes financial planning, portfolio management, and pension consulting. He is dedicated to providing personalized financial advice to help clients 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
07/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (BEVERLY MA)
FL
05/30/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MA
02/06/1995 - 05/29/1997
MACLAREN SECURITIES, INC. (MARBLEHEAD MA)
MA
04/28/1992 - 04/18/1995
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
FL
12/06/1985 - 05/20/1992
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
09/23/1983 - 12/20/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 10/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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