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 Rowe is a financial advisor currently working for Truist Advisory Services, Inc.. Robert has been in the financial industry since August 21, 2000. Robert has worked for several firms throughout their career including BB&T SECURITIES, LLC, SunTrust Investment Services, Inc., and Citigroup Global Markets Inc.. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 9, 10, 63, and 65 licenses. Robert specializes in retirement planning, investment planning, college savings, and estate 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
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2
CA
07/28/2021 - Present
Truist Advisory Services, Inc. (IRVINE CA)
VA
05/15/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
09/17/2012 - 05/21/2015
SUNTRUST INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
DC
07/20/2011 - 09/13/2012
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
OR
09/15/2009 - 05/10/2010
KEY INVESTMENT SERVICES LLC (HILLSBORO OR)
OR
10/26/1998 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORTLAND OR)
IA
Issued 09/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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