Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jackson is a financial advisor registered with Centaurus Financial, Inc. based in Anaheim, California, and has been working in the financial services industry since March 15, 1990. Jackson has been registered with Centaurus Financial, Inc. since April 2001 and has a total of 11 years of experience working with two previous firms, AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Jackson holds a Series 6, Series 22, Series 63, Series 65, and SIE licenses and provides financial planning, pension consulting, educational seminars, market timing services, and publication of periodicals to high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Robert Jackson's main office is located at 7 Dunwoody Park, Ste. 121, Atlanta, GA 30338.
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.
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2
GA
01/07/2020 - Present
Centaurus Financial, Inc. (ATLANTA GA)
NY
03/16/1990 - 06/25/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/16/1990 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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