Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Holaday is a financial advisor at Infinity Financial Services Advisory. Robert has been a registered representative since 1983 and has extensive experience in the financial services industry. Robert specializes in providing financial planning, pension consulting, and educational seminars to individuals, corporations, and high-net-worth clients. Robert is also registered in several states including Alaska, Arizona, California, Colorado, Delaware, Florida, Maryland, Nevada, New Mexico, Oregon, Tennessee, Texas and Utah.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
Infinity Financial Services Advisory (El Cajon CA)
CA
12/21/2011 - 07/20/2012
CENTAURUS FINANCIAL, INC. (LA MESA CA)
CA
06/20/1996 - 12/19/2011
ROYAL ALLIANCE ASSOCIATES, INC. (LA MESA CA)
SC
03/27/1990 - 06/25/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
01/17/1990 - 04/05/1990
KAVANAUGH SECURITIES, INC. (DALLAS TX)
AZ
03/13/1984 - 02/06/1990
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
11/17/1983 - 03/30/1984
AMERICAN CAPITAL SECURITIES
NA
01/27/1983 - 11/08/1983
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 11/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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