Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stein is a financial advisor who has been in the industry since 1996. Robert is currently registered with International Assets Investment Management, LLC and is licensed to provide investment advice in Oregon. Robert has previously been registered with Cabot Lodge Securities LLC, IFS Securities, and Lincoln Financial Advisors Corporation. Robert is a registered representative and investment advisor representative with International Assets Investment Management, LLC.
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.
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
FL
12/18/2019 - Present
International Assets Investment Management, LLC (ORLANDO FL)
OR
09/11/2019 - 12/11/2019
CABOT LODGE SECURITIES LLC (Beaverton OR)
OR
03/17/2016 - 09/18/2019
IFS SECURITIES (Beaverton OR)
OR
07/01/1996 - 03/03/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (PORTLAND OR)
IN
07/01/1996 - 05/23/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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