Unclaimed
Robert Armstrong is a financial professional with over 10 years of experience in the industry. Robert is currently registered with Park Avenue Securities LLC and holds licenses in North Carolina, South Carolina, Colorado and Louisiana. Robert has experience with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. In addition to his financial advisory work, Robert also works as a real estate broker. Robert is committed to providing clients with personalized financial advice and helping them 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.
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.
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2
NC
05/05/2022 - Present
Park Avenue Securities LLC (CHARLOTTE NC)
NC
11/27/2019 - 11/29/2021
DEMPSEY LORD SMITH, LLC (Belmont NC)
NC
06/09/2015 - 05/10/2019
REGULUS ADVISORS, LLC (Charlotte NC)
NC
04/11/2013 - 06/04/2015
HD VEST INVESTMENT SERVICES (CHARLOTTE NC)
BOTH
Issued 08/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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