Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blane Brooks is an investment advisor representative with Naviter Wealth, LLC based in Little Rock, Arkansas. Robert has over 20 years of experience in the financial services industry, with previous roles at firms such as Stephens, Fintrust Brokerage Services, LLC, and Wachovia Securities, Inc. Robert holds a Series 7, 8, 24, 63 and 66 licenses, as well as the SIE. Robert provides financial planning, portfolio management, and consulting services for a wide range of clients, including individuals, high-net-worth individuals, and businesses. Robert is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Consulting
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.
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
FL
01/30/2025 - Present
Naviter Wealth, LLC (Laurel Hill FL)
SC
10/26/2021 - 06/26/2023
FINTRUST BROKERAGE SERVICES, LLC (GREENVILLE SC)
AR
01/26/2021 - 10/05/2021
STEPHENS (LITTLE ROCK AR)
FL
09/15/2005 - 02/07/2007
MORGAN KEEGAN & COMPANY, INC. (PENSACOLA FL)
GA
11/11/2003 - 12/17/2004
STILLPOINT WEALTH MANAGEMENT, LLC (ATLANTA GA)
MO
05/31/2000 - 12/17/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
12/02/1994 - 06/10/2000
J.C. BRADFORD & CO. (NEW YORK NY)
GA
08/30/1991 - 12/13/1994
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NA
09/17/1990 - 03/13/1991
ALEX. BROWN & SONS INCORPORATED
NY
02/21/1989 - 09/25/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
11/21/1986 - 03/01/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 02/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/23/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
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