Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allison is an investment advisor representative, registered with Gradient Securities, LLC. Robert has been in the financial services industry since 2010. Robert holds the Series 66, SIE and Series 7 licenses. Robert is registered in Maine, North Carolina, Pennsylvania and South Carolina. Robert has previously worked at Securities America, Inc., Cetera Advisor Networks LLC, and Questar Capital Corporation. Robert is a financial advisor representative with expertise in retirement planning, financial planning, and portfolio management. Robert's expertise extends to working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
04/02/2019 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
SC
03/10/2016 - 04/02/2019
SECURITIES AMERICA, INC. (Greenville SC)
SC
07/01/2015 - 03/10/2016
CETERA ADVISOR NETWORKS LLC (GREENVILLE SC)
SC
07/03/2012 - 07/01/2015
QUESTAR CAPITAL CORPORATION (GREENVILLE SC)
SC
10/13/2010 - 07/11/2012
INVEST FINANCIAL CORPORATION (TRAVELERS REST SC)
BOTH
Issued 10/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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