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 Ouimet is a financial advisor in Lutz, Florida. Robert has been in the financial services industry since 2004 and currently works with Lincoln Investment and Capital Analysts. He specializes in providing financial planning, portfolio management, and investment advice. Robert has earned the Certified Financial Planner designation and has passed the Series 6, Series 7, and SIE exams. He is registered to offer investment advice in Florida and Kansas. Robert is committed to helping his clients achieve their financial goals.
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.
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.
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2
FL
04/27/2021 - Present
Lincoln Investment (LUTZ FL)
FL
03/07/2008 - 10/22/2020
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (TAMPA FL)
FL
04/11/2006 - 02/29/2008
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
MD
09/10/2003 - 01/12/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MA
07/03/2003 - 07/31/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 03/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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