Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert C David is an investment advisor representative at Advisory Services Network, LLC. Robert has been in the industry since 2006. Robert holds a Series 65 and Series 66 license. Robert is based in Farmington, MI and Atlanta, GA.
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.
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.
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MI
04/08/2019 - Present
Advisory Services Network (Farmington MI)
MI
06/01/2009 - 04/02/2019
MORGAN STANLEY (FARMINGTON HILLS MI)
MI
10/04/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
IA
Issued 04/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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