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 Phifer has been working in the financial services industry since March 26, 2001. Robert is a registered representative with Edward Jones, working in the Williamston office. Prior to working at Edward Jones, Robert worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, W&S Brokerage Services, Inc., Mutual of Omaha Investor Services, Inc., New England Securities, MetLife Securities Inc., MetLife Investors Distribution Company and Signator Investors, Inc. Robert holds several securities licenses, including Series 6, Series 7, Series 26, and Series 63. Robert specializes in providing financial planning, portfolio management, and selection of other advisors services to individuals, businesses, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
See schedule d - miscellaneous
1
2
MI
09/23/2024 - Present
Edward Jones (WILLIAMSTON MI)
MI
02/17/2023 - 08/29/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MI
02/23/2016 - 09/28/2022
W&S BROKERAGE SERVICES, INC. (Troy MI)
MI
06/17/2014 - 12/17/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (TROY MI)
MI
02/27/2014 - 06/06/2014
NEW ENGLAND SECURITIES (GRAND RAPIDS MI)
MI
12/12/2011 - 06/06/2014
METLIFE SECURITIES INC. (GRAND RAPIDS MI)
NY
05/25/2010 - 01/17/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MA
09/15/2008 - 05/26/2010
METLIFE SECURITIES INC. (SPRINGFIELD MA)
MI
05/16/2007 - 09/18/2008
SIGNATOR INVESTORS, INC. (HOWELL MI)
MI
08/14/2000 - 05/08/2007
FB EQUITY SALES CORPORATION OF MICHIGAN (LANSING MI)
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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