Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Beckett is an Investment Advisor Representative with Summit Financial, LLC. Robert has been in the financial services industry since 1984. Prior to joining Summit Financial, LLC, Robert was affiliated with Summit Equities, Inc. and Ameritas Investment Corp. Robert is licensed in several states and holds the following securities licenses: Series 6, Series 7, Series 63, Series 65 and SIE. Robert is also a Registered Representative of Summit Financial, LLC.
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.
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
CT
09/02/2020 - Present
Summit Financial, LLC (DANBURY CT)
SC
04/30/2010 - 09/19/2018
SUMMIT EQUITIES, INC. (Mount Pleasant SC)
NY
08/15/2008 - 04/16/2010
AMERITAS INVESTMENT CORP. (NEW YORK NY)
NY
05/03/1999 - 07/23/2008
PARK AVENUE SECURITIES LLC (RYE BROOK NY)
NY
06/06/1986 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
05/31/1984 - 06/17/1985
NML EQUITY SERVICES, INC.
IA
Issued 08/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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