Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Flynn is a financial advisor with Empower Advisory Group, LLC, and has over 20 years of experience in the industry. Robert is registered with the state of North Carolina as a Registered Agent and Investment Adviser Representative. Robert has previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Robert holds Series 6, 7, 26, 63, and 65 licenses and is registered in 52 states and the District of Columbia.
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.
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.
1
2
CO
07/28/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NC
09/02/2005 - 12/14/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NY
04/22/1998 - 12/31/1999
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
08/24/1995 - 05/06/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 12/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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