Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Curtis Fritts is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm with a strong presence in the financial services industry. Robert has extensive experience in the financial services industry, dating back to 1987. Throughout his career, Robert has held positions at various firms, including Wachovia Securities, LLC, McDonald Investments Inc., Smith Barney Inc., and Lehman Brothers Inc. He has a broad range of expertise and holds licenses to operate in multiple states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
04/26/2016 - Present
Raymond James Financial Services Advisors, Inc. (Estero FL)
MO
01/28/2000 - 04/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
OH
12/15/1994 - 02/25/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
07/31/1993 - 12/13/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
01/28/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/31/1987 - 02/16/1988
NWNL MANAGEMENT CORPORATION
NA
12/23/1986 - 01/28/1987
AMERICAN PACIFIC SECURITIES CORPORATION
IA
Issued 04/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/22/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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