Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Armstrong Wilkinson is a financial advisor with over 20 years of experience in the industry. Robert is registered with Trust Advisory Group Ltd. and is licensed to provide investment advice in Massachusetts. Robert also has experience working with INTERSECURITIES, INC. and ADVISORY GROUP EQUITY SERVICES LTD. Robert has held Series 6, 7, 63 and 65 licenses as well as the SIE exam. Robert is a dedicated professional with a comprehensive understanding of financial planning and investment management. Robert specializes in financial planning, portfolio management, and pension consulting. Robert is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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.
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
MA
05/16/2016 - Present
Trust Advisory Group Ltd. (Wakefield MA)
FL
02/15/2000 - 10/05/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
05/03/1995 - 02/16/2000
ADVISORY GROUP EQUITY SERVICES LTD. (READING MA)
IA
Issued 05/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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