Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eckfeldt Cowles is a financial advisor registered with Synovus Securities, Inc.. Robert has been working in the financial services industry since 1997. Robert is a registered representative and investment advisor representative, and holds licenses for the Series 7, Series 24, Series 53 and Series 63 exams. Robert also holds the Securities Industry Essentials (SIE) exam.
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.
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.
Tax related services, administrative services
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.
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2
GA
02/25/2003 - Present
Synovus Securities, Inc. (COLUMBUS GA)
TN
02/15/2000 - 02/19/2003
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NY
05/29/1998 - 12/03/1999
QUICK & REILLY, INC. (NEW YORK NY)
NC
03/06/1998 - 05/06/1998
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NY
03/18/1997 - 03/15/1998
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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