Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jetmundsen is a financial advisor who has been in the industry since 1981. Robert is currently registered with Worthscape, LLC and holds licenses in Alabama, Florida, Georgia, and Texas. Robert has experience working with high net worth individuals and individuals other than high net worth individuals. Robert provides portfolio management services 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.
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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GA
05/24/2010 - Present
Worthscape, LLC (ATLANTA GA)
GA
06/27/1985 - 04/11/2006
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
NA
05/18/1981 - 07/17/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 01/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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