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 Nugent is a financial advisor registered with Raymond James & Associates, Inc. with an active FINRA registration. Robert has been in the financial services industry since 2009. Robert has earned the Series 7, Series 24 and the SIE certifications. Before joining Raymond James & Associates, Inc., Robert was employed with J.P. MORGAN SECURITIES INC. Robert is located in the Raymond James & Associates, Inc. branch office in ST. PETERSBURG, FL and provides financial advice to individuals, corporations, businesses, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/17/2011 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
11/02/2001 - 12/19/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 10/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Nugent is the right advisor for you? Invested Better is here to help.
