Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Copeland is a financial advisor with over 15 years of experience in the financial services industry. Robert is currently registered with Professional Financial Solutions, LLC in Fairfax, VA and has previously worked with USAA Financial Advisors, Inc., Edward Jones, American Securities Group, Inc., and Private Consulting Group, Inc. Robert is a Certified Financial Planner™ professional and holds the Series 66, Series 24, and Series 7 licenses. Robert primarily works with high-net-worth individuals, corporations or businesses, and charitable organizations. Robert focuses on providing financial planning and portfolio management services.
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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VA
10/30/2018 - Present
Professional Financial Solutions, LLC (FAIRFAX VA)
VA
11/19/2013 - 05/11/2017
USAA FINANCIAL ADVISORS, INC. (Vienna VA)
NH
01/04/2013 - 08/12/2013
EDWARD JONES (EXETER NH)
VA
07/17/2006 - 12/15/2008
AMERICAN SECURITIES GROUP, INC. (VIENNA VA)
VA
10/17/2003 - 07/10/2006
PRIVATE CONSULTING GROUP, INC. (ARLINGTON VA)
BOTH
Issued 01/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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