Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jarvis is a financial advisor with The Leaders Group, Inc. Robert has been in the industry since 2008 and holds licenses in multiple states including California, Connecticut, Delaware, Florida, New York and Texas. Robert holds Series 6 and Series 63 licenses. The Leaders Group, Inc. is a firm that focuses on providing investment advice to individuals.
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.
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.
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2
CO
05/24/2017 - Present
THE Leaders Group, Inc. (LITTLETON CO)
FL
01/04/2017 - 06/01/2017
CETERA ADVISOR NETWORKS LLC (MIAMI FL)
FL
01/04/2016 - 06/10/2016
LOMBARD INTERNATIONAL DISTRIBUTION COMPANY (Miami FL)
FL
06/19/2014 - 12/31/2015
INSIGHT SECURITIES, INC. (Miami FL)
FL
05/19/2008 - 07/02/2014
HSBC SECURITIES (USA) INC. (MIAMI FL)
BC
Issued 03/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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