Unclaimed
Robert E. Simmons is a financial advisor with Benjamin F. Edwards & Company, Inc. Robert has been in the financial services industry since October 2002. Robert is registered with the state of Mississippi. Robert is a licensed investment advisor. Robert has a strong background in financial planning and portfolio management. Robert also offers educational seminars and other advisory services. Prior to joining Benjamin F. Edwards & Company, Inc., Robert worked with Wells Fargo Advisors LLC and Morgan Stanley Smith Barney. Robert is committed to helping 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.
1
2
MO
09/06/2019 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MS
05/06/2010 - 09/11/2019
WELLS FARGO CLEARING SERVICES, LLC (HATTIESBURG MS)
MS
06/01/2009 - 05/24/2010
MORGAN STANLEY SMITH BARNEY (HATTIESBURG MS)
MS
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HATTIESBURG MS)
MD
10/17/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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