Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Donald Fraim is an investment advisor representative with over 38 years of experience in the financial services industry. Robert has a broad range of experience working with clients in the areas of investment advisory, financial planning and insurance. Robert currently works with Level Four Advisory Services, LLC. Robert has held previous positions with MID-ATLANTIC SECURITIES, INC., ROBERT THOMAS SECURITIES, INC, BRANCH, CABELL AND COMPANY, DEAN WITTER REYNOLDS INC. and A. G. EDWARDS & SONS, INC. Robert has a broad experience in the industry and is qualified to provide financial advice to a wide range of clients, including individuals, corporations, trusts, and retirement plans. Robert is committed to providing personalized financial advice that helps clients reach their financial goals.
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.
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 fees - portion of assets managed by other advisors
1
2
VA
08/17/2022 - Present
Level Four Advisory Services (ROANOKE VA)
VA
07/29/1991 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (ROANOKE VA)
FL
07/13/1990 - 08/06/1991
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
VA
09/29/1988 - 07/18/1990
BRANCH, CABELL AND COMPANY (RICHMOND VA)
NA
05/01/1986 - 10/17/1988
DEAN WITTER REYNOLDS INC.
NA
06/20/1984 - 04/30/1986
A. G. EDWARDS & SONS, INC.
IA
Issued 05/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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