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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 Duayne Moore is an Investment Advisor Representative at SGL Financial, LLC with over 20 years of experience in the financial services industry. Robert Moore has a strong background in financial planning, portfolio management, and insurance products. Robert Moore is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Robert Moore has experience working with individuals, families, and small businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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OK
09/18/2024 - Present
SGL Financial, LLC (NORMAN OK)
OK
08/20/2008 - 12/10/2008
SYNERGY INVESTMENT GROUP, LLC (NORMAN OK)
OK
04/20/2006 - 11/22/2006
ONEAMERICA SECURITIES, INC. (ARDMORE OK)
MA
03/03/2005 - 08/30/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/03/2005 - 08/30/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
09/22/2003 - 03/14/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/19/1999 - 08/28/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IN
07/30/1998 - 07/12/1999
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
07/30/1998 - 07/12/1999
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
MO
01/19/1996 - 07/16/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
11/21/1990 - 11/28/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/21/1990 - 11/28/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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