Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Earl Turner is a financial advisor with over 30 years of experience in the industry. Robert has a strong background in investments, with experience in portfolio management for businesses and individuals. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has previously worked with firms like Truist Investment Services, Inc., Wachovia Securities, Inc., and LM Financial Partners, Inc. Robert holds several licenses including the Series 6, Series 7, Series 26, and Series 63. Robert offers a variety of investment advisory services, including performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
01/22/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WILLIAMSBURG VA)
VA
05/29/2003 - 01/28/2021
TRUIST INVESTMENT SERVICES, INC. (NEWPORT NEWS VA)
MO
06/15/2002 - 05/22/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
09/25/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
LA
06/03/1994 - 07/31/1998
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
MN
02/18/1994 - 07/05/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
MA
12/07/1992 - 02/08/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/07/1992 - 02/08/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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