Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grow is a financial advisor with over 35 years of experience in the industry. Robert is registered with Principal Securities, Inc., located in Omaha, Nebraska. Robert is licensed to provide financial advice in 13 states, including Alabama, Colorado, Florida, Georgia, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, New Mexico, New York. Prior to joining Principal Securities, Inc. Robert worked with several other firms including CETERA ADVISORS LLC, QUESTAR CAPITAL CORPORATION, SAGEPOINT FINANCIAL, INC., SPECTRUM CAPITAL, INC., SECURITIES AMERICA, INC., BROKER DEALER FINANCIAL SERVICES CORP., DICKINSON & CO., INVESTORS MANAGEMENT GROUP, LTD., and FIRST LINCOLN INVESTMENTS, INC. Robert holds several licenses and certifications, including Series 7, Series 24, Series 52TO, Series 53, and Series 63. Robert is able to offer a variety of financial services to individual and institutional clients. These services include financial planning, pension consulting, educational seminars, and portfolio management.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
NE
06/11/2024 - Present
Principal Securities, Inc. (OMAHA NE)
NE
12/18/2018 - 06/11/2024
CETERA ADVISORS LLC (OMAHA NE)
NE
10/22/2014 - 12/18/2018
QUESTAR CAPITAL CORPORATION (OMAHA NE)
NE
07/05/2011 - 10/30/2014
SAGEPOINT FINANCIAL, INC. (OMAHA NE)
NE
05/05/1995 - 07/08/2011
SPECTRUM CAPITAL, INC. (OMAHA NE)
NE
10/02/1992 - 05/09/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
01/27/1992 - 10/06/1992
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IA
03/02/1989 - 02/05/1992
DICKINSON & CO. (DES MOINES IA)
NA
10/01/1987 - 03/14/1989
INVESTORS MANAGEMENT GROUP, LTD.
NA
03/22/1984 - 11/29/1986
FIRST LINCOLN INVESTMENTS, INC.
IA
Issued 08/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/08/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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