Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Boswell is a financial professional with experience in the financial services industry. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66 and SIE licenses. Robert is currently registered with Sunbelt Securities, Inc., and has previously been associated with USCA Securities LLC. Robert's specialties include providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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TX
02/04/2025 - Present
Sunbelt Securities, Inc. (HOUSTON TX)
TX
05/24/2018 - 10/18/2022
USCA SECURITIES LLC (HOUSTON TX)
BOTH
Issued 08/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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