Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Calmer Newland is an Investment Advisor Representative with Avantax Advisory Services. Robert has been in the financial services industry since 1984, and has experience with both individual and business clients. Robert has a Series 65, Series 63 and Series 7 license, and has been registered with FINRA since 1994. Robert provides financial planning, portfolio management, and pension consulting services to clients in Maryland and other states.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
01/01/2025 - Present
Avantax Advisory Services (BELTSVILLE MD)
GA
11/18/1985 - 01/07/1994
PFS INVESTMENTS INC. (DULUTH GA)
NA
06/20/1984 - 07/15/1985
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 06/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Newland is the right advisor for you? Invested Better is here to help.
