Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Percival is a financial advisor with over 25 years of experience in the financial services industry. Robert has a strong background in providing financial advice to a wide range of clients, including individuals, businesses, and institutions. Robert is currently registered with Orion Portfolio Solutions, LLC and holds a Series 6, 7, 24, 63 and 65 licenses. Robert's experience includes working at ASCENSUS BROKER DEALER SERVICES, LLC and FIDELITY BROKERAGE SERVICES, INC. Robert has a commitment to providing his clients with personalized financial advice and solutions. He believes in building long-term relationships with his clients and working closely with them to achieve their financial 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.
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.
Portfolio management for educational savings & able 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
01/17/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
MA
02/07/2003 - 02/26/2020
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
RI
10/06/1994 - 07/19/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 02/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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