Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Bourque is a financial advisor associated with David Lerner Associates, Inc. Robert is registered in Connecticut, Florida, and New York. Robert has been in the securities industry since April 25, 2024. Robert has passed the Series 7TO, Series 63, and SIE exams. Robert is located in Westport, CT.
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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CT
04/26/2024 - Present
David Lerner Associates, Inc. (WESTPORT CT)
BC
Issued 05/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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