Unclaimed
Robert Emil Jorgensen is an investment advisor representative at First Command Advisory Services. Robert has been in the industry for over 30 years and is registered in Kansas, Missouri, Texas, and several other states. He specializes in financial planning and portfolio management for individuals. Robert's dedication to his clients is evident in his strong track record of success and his commitment to providing personalized service. He is committed to helping his clients achieve their financial goals.
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.
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
KS
10/03/2022 - Present
First Command Advisory Services (Leavenworth KS)
IA
Issued 10/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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