Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carroll Jones is a financial professional with over 30 years of experience in the financial services industry. Robert is currently registered with Consolidated Portfolio Review Corp. and has held previous positions with Securities America, Inc., Raymond James Financial Services, Inc., McDonald Investments Inc., and The Ohio Company. Robert is a Registered Representative and Investment Adviser Representative, holding the Series 63, 65, 7, 24, and 51 licenses. Robert is committed to providing clients with comprehensive financial planning and investment management services, tailored to their individual needs. Robert is dedicated to building long-term relationships with clients and helping 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.
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.
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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2
NY
11/13/2024 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
OH
10/01/2004 - 12/31/2019
SECURITIES AMERICA, INC. (MILFORD OH)
FL
07/16/2001 - 10/06/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
OH
06/11/1991 - 07/18/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
10/28/1988 - 06/20/1991
THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 09/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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