Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Angus MacArthur is a financial advisor with Valmark Advisers, Inc. Robert has been in the financial industry since 1994. Robert is licensed in 18 states and holds the Series 6, Series 63, Series 65, and SIE licenses. Robert also holds the Certified Financial Planner designation. Robert is also a non-voting shareholder and provides wealth management and executive benefits advisory services for Trove Private Wealth. Robert has a strong background in executive benefits consulting, financial planning, and portfolio management. Robert can provide advice on a range of financial needs, including retirement planning, college savings, investment management, and estate planning.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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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RI
06/17/2021 - Present
Valmark Advisers, Inc. (Providence RI)
RI
06/29/1994 - 06/09/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVIDENCE RI)
NC
11/21/2003 - 05/04/2006
TODD SECURITIES, INC. (GREENSBORO NC)
CA
08/01/2003 - 11/18/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
07/28/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
WI
01/20/1995 - 11/22/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 01/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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