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 Lord is an investment advisor representative who has been in the financial services industry since March 24, 2016. Robert Charles Lord is currently registered with Thrivent Investment Management Inc. and is licensed in Florida, Montana, Nevada, Ohio, and Pennsylvania. Robert Charles Lord holds a Series 7, Series 66, and SIE license. Prior to joining Thrivent Investment Management Inc., Robert Charles Lord was registered with SA Stone Wealth Management INC. Robert Charles Lord has been an active investment advisor representative since July 31, 2020.
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.
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
OH
07/31/2020 - Present
Thrivent Investment Management Inc. (CONCORD OH)
OH
03/22/2016 - 07/27/2020
SA STONE WEALTH MANAGEMENT INC. (GARFIELD HEIGHTS OH)
BOTH
Issued 12/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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