Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Doll is a financial advisor with over 8 years of experience in the financial services industry. Robert is registered with Crossmark Global Investments, Inc. and Crossmark Wealth Management, LLC and holds Series 63, SIE and Series 7 licenses. Robert is a Chartered Financial Analyst (CFA) and specializes in providing financial advice to individuals, businesses, and investment companies. Robert's experience includes working with Nuveen Asset Management and serving on the board of several non-profit organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
TX
12/17/2024 - Present
Crossmark Global Investments, Inc. (HOUSTON TX)
NJ
01/02/2014 - 03/19/2021
NUVEEN SECURITIES, LLC (PRINCETON NJ)
BC
Issued 03/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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