Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edwin Jones is a financial advisor in Asheville, NC. Robert is registered with Commonwealth Financial Network and has been in the industry since September 11, 2008. Robert is a Registered Representative and Investment Advisor Representative. He has a Series 6, 7, 63, and 65 license. Robert has over 15 years of experience in the financial services industry, previously working with PRUCO SECURITIES, LLC. The majority of Robert's clients are individuals, high net worth individuals, pension and profit-sharing plans, corporations, and state or municipal government entities. Robert specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals. Robert is licensed in 15 states: Connecticut, Florida, Hawaii, Indiana, Maryland, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and West Virginia.
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.
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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2
NC
10/30/2015 - Present
Commonwealth Financial Network (Asheville NC)
NC
09/11/2008 - 10/01/2015
PRUCO SECURITIES, LLC. (ASHEVILLE NC)
IA
Issued 01/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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