Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Harris is an active registered representative and investment adviser representative with Cambridge Investment Research Advisors, Inc. Robert is located in Fenton, Michigan and has been in the industry since February 1998. Previously, Robert was registered with MULTI-FINANCIAL SECURITIES CORPORATION, VESTAX SECURITIES CORPORATION, and JACKSON NATIONAL LIFE DISTRIBUTORS, INC.. Robert is a Series 63 and 65 licensed representative and also holds the Series 7 and SIE licenses. Robert has 2 specializations: Retirement planning and investment advisory. Robert is also an owner of FentonTV.com, which provides financial information and advice to the local Fenton community.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
02/08/2016 - Present
Cambridge Investment Research Advisors, Inc. (FENTON MI)
MI
01/01/2004 - 08/22/2008
MULTI-FINANCIAL SECURITIES CORPORATION (FENTON MI)
OH
05/02/2002 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
TN
05/16/1998 - 03/26/2002
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
OH
10/21/1997 - 02/27/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
Issued 04/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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