Unclaimed
Robert Andrew Flores is a financial advisor with Equitable Advisors, LLC, specializing in financial planning and portfolio management for individuals and businesses. Robert has been in the industry since 2007 and holds a Series 66 license, Series 7 license, and the SIE exam. Robert is currently registered in Alabama, Arkansas, California, Florida, Georgia, Kansas, Michigan, Mississippi, New Mexico, New York, North Carolina, Oklahoma, South Carolina, Texas, and Washington. Robert is a board member of the Ingleside Education Foundation, the Corpus Christi Estate Planning Council, and the Greater Austin Hispanic Chamber of Commerce.
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.
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.
1
2
TX
04/21/2021 - Present
Equitable Advisors, LLC (CORPUS CHRISTI TX)
BOTH
Issued 08/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Flores is the right advisor for you? Invested Better is here to help.