Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Britton Armstrong is a financial advisor who has been in the industry since 1993. Robert is registered with Summit Financial, LLC and has previously worked for Summit Equities, Inc., Securities & Investment Planning Co., NYLIFE Securities Inc., and Eagle Strategies Corp. Robert is a Registered Investment Advisor (RIA) and holds a Series 4, 7, 24, 53, 55, and 63 license. Robert specializes in providing financial advice to individuals, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisors.
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.
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.
1
2
NJ
01/03/2019 - Present
Summit Financial, LLC (Parsippany NJ)
NJ
04/13/2000 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NJ
05/05/1998 - 04/07/2000
SECURITIES & INVESTMENT PLANNING CO. (MORRISTOWN NJ)
NY
11/25/1992 - 03/16/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
11/02/1994 - 12/12/1996
EAGLE STRATEGIES CORP
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/28/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/06/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Armstrong is the right advisor for you? Invested Better is here to help.
