Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Skinner has been providing financial advice for over 38 years and is currently registered with Prosperity Wealth Management, Inc. Robert has a broad base of experience having worked with multiple firms in different states, including Securities America, Inc., Financial Network Investment Corporation and Allstate Financial Services, LLC. He has a broad range of experience in providing financial planning, portfolio management and selection of other advisers. Robert is also a Chartered Financial Consultant.
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.
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.
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2
WA
01/03/2020 - Present
Prosperity Wealth Management, Inc. (Seattle WA)
WA
06/26/2009 - 04/19/2018
SECURITIES AMERICA, INC. (SEATTLE WA)
WA
08/31/2007 - 06/25/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (FEDERAL WAY WA)
WA
11/26/2004 - 10/31/2006
ALLSTATE FINANCIAL SERVICES, LLC (BELLEVUE WA)
TX
07/23/2002 - 08/25/2004
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
OH
02/23/2001 - 02/15/2002
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NC
10/05/1999 - 08/11/2000
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
NY
05/03/1999 - 11/01/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/23/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
03/23/1982 - 06/24/1988
VALUE LINE SECURITIES, INC.
NA
08/11/1980 - 12/15/1981
PHOENIX EQUITY PLANNING CORPORATION
BOTH
Issued 03/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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