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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Healy is an Investment Advisor Representative associated with Cambridge Investment Research Advisors, Inc. Robert Anthony Healy's professional career began in the financial industry on November 8, 1982. Robert Anthony Healy has passed the Series 63, Series 65 and Series 6 exams, and is currently registered as a securities professional in Alabama, Arizona, Colorado, Connecticut, Delaware, Florida, Georgia, Kentucky, Maryland, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. Robert Anthony Healy has been registered with Lincoln Financial Securities Corporation and VeraVest Investments, Inc. in the past.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
03/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Mint Hill NC)
NC
04/03/2003 - 03/01/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (CHARLOTTE NC)
MA
11/09/1982 - 04/03/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 05/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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