Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Markley is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with SPC in Michigan and has previously worked with Sigma Financial Corporation and Fidelity Equity Services Corporation. Robert is a Series 6 and Series 63 licensed advisor, and he provides a variety of financial services, including portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisers.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
12/07/2009 - Present
SPC (ANN ARBOR MI)
NA
04/28/1995 - 05/22/1995
SIGMA FINANCIAL CORPORATION
NA
11/01/1988 - 04/28/1995
FIDELITY EQUITY SERVICES CORPORATION
BC
Issued 10/31/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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