Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Voyles is an investment advisor representative registered with Planmember Securities Corp. since April 2004. Robert has been working in the financial services industry since April 2004 and has experience in investment advisory services, financial planning, and pension consulting. Robert is licensed to provide investment advice in Missouri, Oklahoma, and Texas. Robert also serves as Vice President of Operations for Elite Plus Financial and Retirement Services. Robert has been active in the financial services industry for over 18 years and has experience working with individuals, corporations, and 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.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/12/2004 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IA
Issued 05/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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