Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert B. Logan is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with SPC in Plymouth Meeting, PA. Previously, Robert worked at FSC Securities Corporation in Pottstown, PA, H.D. Vest Investment Services in Malvern, PA, and 1ST GLOBAL CAPITAL CORP. in Dallas, TX. Robert holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Robert's areas of expertise include financial planning, portfolio management, and pension consulting.
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.
Consultation services
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.
Seminar attendance fees
1
2
PA
08/17/2016 - Present
SPC (Plymouth Meeting PA)
PA
02/19/2013 - 08/24/2016
FSC SECURITIES CORPORATION (POTTSTOWN PA)
PA
01/02/2013 - 02/25/2013
H.D. VEST INVESTMENT SERVICES (MALVERN PA)
PA
08/24/2001 - 12/31/2012
H.D. VEST INVESTMENT SERVICES (MALVERN PA)
TX
07/06/2000 - 09/13/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
11/29/1994 - 07/21/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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