Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Laine is a financial advisor with Planmember Securities Corp. Robert has over 30 years of experience in the industry. Robert has a Series 6, Series 63, and Series 65 license. Robert specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Robert has worked with clients in Virginia and across the United States. In addition to working as a financial advisor, Robert also owns and operates Laine Insurance Services, a life and health insurance agency.
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.
Provides investment supervisory 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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VA
11/10/2024 - Present
Planmember Securities Corp. (Charlotte Court House VA)
VA
07/19/2013 - 10/01/2015
NEXT FINANCIAL GROUP, INC. (KEYSVILLE VA)
VA
07/01/2010 - 07/22/2013
GWN SECURITIES INC. (KEYSVILLE VA)
VA
02/15/2005 - 07/01/2010
GREAT AMERICAN ADVISORS, INC. (KEYSVILLE VA)
IL
01/02/2001 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
CT
09/19/1996 - 12/31/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
02/22/1994 - 09/06/1996
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 10/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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