Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Daniel Anderson is a registered investment advisor representative with Private Advisor Group, LLC, where Robert has been employed since December 2012. Robert has been in the industry since April 1982. Robert is licensed in 17 states and holds the Series 6, Series 63, and SIE licenses. Anderson is also registered as an Investment Advisor Representative in Kansas and Texas. Private Advisor Group, LLC is a Registered Investment Advisor headquartered in Morristown, NJ, with a branch office in Great Bend, KS. The firm provides financial planning, portfolio management, and investment advisory services.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
KS
09/10/2024 - Present
Private Advisor Group, LLC (GREAT BEND KS)
TX
09/30/1991 - 12/17/2012
NEW ENGLAND SECURITIES (DALLAS TX)
MO
03/30/1982 - 09/16/1991
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 03/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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