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 Joy is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Mutual of Omaha Investor Services, Inc. in Indiana, Ohio, and Texas. Robert offers financial planning, selection of other advisors, and portfolio management for individuals. Robert specializes in life insurance and annuities, mutual funds and variable contracts, and retirement 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.
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.
Promoter fees and third party money manager fees
1
2
IN
02/06/2015 - Present
Mutual OF Omaha Investor Services, Inc. (INDIANAPOLIS IN)
CA
04/20/1995 - 11/13/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
OH
01/30/1991 - 11/16/1994
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
MN
02/11/1988 - 02/14/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NC
04/25/1986 - 02/10/1988
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
BC
Issued 02/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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