Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Durham is a financial advisor who has been in the industry since 1980. Robert has a broad range of experience in the financial services industry, having worked for several firms including Lehman Brothers Inc., PaineWebber Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Credit Suisse Securities (USA) LLC, Wells Fargo Advisors, LLC and Stephens. Currently, Robert is a registered representative with Stephens. Robert is a dedicated financial advisor with a proven track record of success.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
11/14/2016 - Present
Stephens (ATLANTA GA)
GA
08/01/2016 - 11/16/2016
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
09/19/2008 - 05/10/2016
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
GA
05/16/1994 - 10/02/2008
LEHMAN BROTHERS INC. (ATLANTA GA)
NJ
01/01/1991 - 05/06/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/17/1989 - 01/01/1991
ROTAN MOSLE INC.
NJ
04/29/1986 - 08/04/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/01/1980 - 06/12/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1993
Series 15 - Foreign Currency Options Examination
BC
Issued 10/15/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/26/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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