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 La valle is a financial professional with over 20 years of experience in the industry. Robert currently holds a registration with Innovation Partners LLC in Charlotte, NC. Robert holds Series 6, Series 62, Series 63, and SIE licenses. Robert specializes in a variety of services including retirement plans, financial planning, pension consulting, and portfolio management for businesses and individuals. Prior to joining Innovation Partners LLC, Robert worked at AVANTAX INVESTMENT SERVICES, INC in Norman, OK.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
05/13/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
OK
10/04/2002 - 05/18/2021
AVANTAX INVESTMENT SERVICES, INC. (NORMAN OK)
BC
Issued 10/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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