Unclaimed
Robert Carper is an Investment Advisor Representative with Cornerstone Advisors LLC. Robert is licensed to offer advisory services in Arkansas. Cornerstone Advisors LLC is based in Fayetteville, Arkansas, and offers financial planning, portfolio management for individuals and businesses, and pension consulting. Robert has been working in the financial services industry for over 10 years. He holds Series 7, 63, and 65 securities licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
AR
03/07/2024 - Present
Cornerstone Advisors LLC (FAYETTEVILLE AR)
CO
05/29/2023 - 03/05/2024
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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