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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 Daniel Flynn is a registered investment advisor representative with Lord, Abbett & Co. LLC in Jersey City, NJ. Robert has been working in the financial services industry since 2010. Robert has also worked at First Trust Portfolios L.P., Amundi Pioneer Distributor, Inc., Lord Abbett Distributor LLC and Fidelity Brokerage Services LLC. Robert holds the following licenses: Series 63, Series 65, Series 7 and the Securities Industry Essentials Examination. Robert specializes in investments, including asset allocation, fixed income, equities, and mutual funds.
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.
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.
Impersonal investment advisory services
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
12/22/2022 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
IL
07/13/2020 - 09/29/2022
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
MA
03/23/2012 - 06/26/2020
AMUNDI PIONEER DISTRIBUTOR, INC. (BOSTON MA)
NJ
04/28/2011 - 03/09/2012
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
FL
09/13/2010 - 09/28/2010
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 09/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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