Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wayland is a financial advisor with Cambridge Investment Research Advisors, Inc. Robert has been a registered representative for over 25 years. Robert has a wide range of experience in the financial services industry. Robert's main focus is on providing financial planning and portfolio management services to individuals and businesses. Robert also provides advisory services to charitable organizations and pension and profit-sharing plans. Robert is a Certified Financial Planner. Robert is registered with the Securities and Exchange Commission and is also licensed to provide investment advice in several 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
09/14/2022 - Present
Cambridge Investment Research Advisors, Inc. (Clearwater FL)
FL
12/08/2015 - 09/06/2022
KESTRA INVESTMENT SERVICES, LLC (Clearwater FL)
FL
09/08/2009 - 12/16/2015
LPL FINANCIAL LLC (CLEARWATER FL)
FL
07/11/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (CLEARWATER FL)
FL
03/07/2006 - 07/17/2008
CASCADE FINANCIAL MANAGEMENT, INC. (CLEARWATER FL)
FL
01/14/2005 - 03/13/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
07/12/2000 - 12/31/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NC
02/25/1999 - 06/27/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
CA
04/29/1997 - 11/30/1998
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 04/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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