Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Downey is a financial advisor with Raymond James Financial Services Advisors, Inc. Robert has been in the financial industry since 2007. Robert's primary location is in Lincoln, NE. Robert holds both Series 66 and Series 7 licenses and has passed the Securities Industry Essentials Examination (SIE). Robert is a registered representative in 32 states. Robert also serves on the Board of Directors for Legatus of Lincoln and is on the Advisory Board for Pius X Foundation.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
11/07/2019 - Present
Raymond James Financial Services Advisors, Inc. (LINCOLN NE)
NE
06/01/2009 - 11/11/2019
MORGAN STANLEY (LINCOLN NE)
NE
09/25/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LINCOLN NE)
BOTH
Issued 10/9/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/14/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/4/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/3/2012
Series 3 - National Commodity Futures Examination
BC
Issued 10/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 9/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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