Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Whiteside is a financial professional with over 40 years of experience in the industry. Robert has been registered as a broker and investment advisor with Equitable Advisors, LLC since 1999. Robert is a Chartered Financial Consultant and has experience working with high-net-worth individuals, corporations, and individuals with retirement planning needs. Robert is a licensed investment advisor in North Carolina and South Carolina and a registered broker in both states. Robert also has a Series 7 and Series 63 license, allowing him to offer a variety of investment products and services to clients. In addition to his work with Equitable Advisors, LLC, Robert is also a partner at Carolina Financial Advisors, LLC, where he provides insurance brokerage 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.
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
SC
07/31/2023 - Present
Equitable Advisors, LLC (COLUMBIA SC)
NY
02/25/1980 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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