Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert First has been in the financial industry since 2003. Robert is currently registered with Vanguard Marketing Corp. in Scottsdale, Arizona. Robert is licensed to provide securities and investment advisory services in 53 states and jurisdictions. Before joining Vanguard Marketing Corp., Robert worked at BANC ONE SECURITIES CORPORATION in Chicago, Illinois and American Express Financial Advisors Inc. in Minneapolis, Minnesota. Robert has passed the SIE, Series 7, and Series 63 exams.
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.
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.
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2
AZ
10/13/2004 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
IL
08/01/2003 - 07/23/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
09/05/2002 - 06/03/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/05/2002 - 06/03/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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