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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clark Slane is a registered investment advisor representative associated with Valmark Advisers, Inc. Robert Clark Slane has been in the securities industry for over 30 years, joining Valmark Advisers, Inc. in 2021. Robert Clark Slane holds multiple state licenses for both securities and investment advisory services, including in Florida, Arizona, California, Nevada, North Carolina, South Carolina, Utah and Virginia. Robert Clark Slane specializes in financial planning, portfolio management, and estate planning services. Robert Clark Slane is located in Cocoa Beach, Florida and is available to meet with clients in the area.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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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FL
01/05/2023 - Present
Valmark Advisers, Inc. (Cocoa Beach FL)
CT
10/09/2000 - 10/06/2004
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 02/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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